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.

  • Janice Jardine McLean

    IRN JJM01240

    • CF1 Director (AR) (21 Aug 2008 to 16 Mar 2018)
  • Janice Smith

    IRN JXS00196

    • CF1 Director (AR) (30 Oct 2007 to 29 Jan 2009)
  • Jaroslaw Pioro

    IRN JXP01743

    • CF1 Director (AR) (22 Oct 2009 to 27 Sep 2019)
  • Jason Archer

    IRN JXA01314

    • 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 Aug 2010)
  • Jason Harris

    IRN JXH00346

    • 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 16 Feb 2021)
  • Jason James Hurley

    IRN JJH01139

    • CF1 Director (AR) (20 Jun 2008 to 22 Sep 2009)
  • Jason John Beacham

    IRN JJB01154

    • 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)
  • Jason Paul Griffiths

    IRN JPG01107

    • 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 19 Nov 2008)
  • Jason Peter Wintie

    IRN JPW01205

    • SMF17 Money Laundering Reporting Officer (MLRO) (23 Dec 2022 to 3 Feb 2024)
    • Responsibility for MCD Intermediation (23 Dec 2022 to 3 Feb 2024)
    • Responsible for Insurance Distribution (23 Dec 2022 to 3 Feb 2024)
    • SMF16 Compliance Oversight (23 Dec 2022 to 3 Feb 2024)
    • SMF4 Chief Risk (23 Dec 2022 to 3 Feb 2024)
  • Jason Shelley

    IRN JSS01125

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Feb 2022)
    • CF1 Director (AR) (15 Feb 2008 to 11 Feb 2022)

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.