Date authorised
1 April 2013
Companies House
04785816
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Unit 3700
    Parkside
    Birmingham
    Solihull
    B37 7YT
    UNITED KINGDOM
    Phone
    +443303030237
  • Complaints Contact

    Unit 3700
    Parkside
    Birmingham
    Solihull
    B37 7YT
    UNITED KINGDOM
    Phone
    +441217671139

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • Equity Release Advice

    For Customer, Home reversion plans

  • Investment Advice (no pensions)

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.
  • Equity Release Arranging

    For Customer, Home reversion plans

  • Arranges Investments

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Advice

    Show 1 limitation
    • · This permission is limited to debt counselling with no debt management activity
  • Equity Release Setup

    For Customer, Home reversion plans

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Credit Score Services

    Show 1 limitation
    • · Limited to the provision of credit information services with no credit repair (as defined by 89A(3)(c) & (d) Regulated Activities Order.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Andrew Clay

    IRN AXC00557

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Aug 2021)
  • Andrew Colin Lawrence

    IRN ACL00025

    • CF1 Director (AR) (23 Nov 2015 to 3 May 2019)
  • Andrew Cook

    IRN AJC01570

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Oct 2022)
    • CF1 Director (AR) (15 Apr 2015 to 26 Oct 2022)
  • Andrew Dallimore

    IRN AXD01582

    • CF1 Director (AR) (15 Mar 2005 to 15 May 2006)
  • Andrew David Robertson

    IRN AXR00379

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Apr 2022)
  • Andrew David Sheen

    IRN AXS06922

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 5 Oct 2018)
  • Andrew Dudley

    IRN AJD01318

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 1 Jun 2017)
  • Andrew Forbes

    IRN AJF01172

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (1 Nov 2007 to 21 Jun 2011)
    • CF4 Partner (AR) (27 Jun 2005 to 1 Nov 2007)
  • Andrew Gordon

    IRN AXG00016

    • CF1 Director (AR) (1 May 2008 to 22 Jun 2009)
  • Andrew Graeme Boyd

    IRN AGB01125

    • CF1 Director (AR) (19 Apr 2005 to 30 Sep 2009)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.