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.

  • Jason Tunbridge

    IRN JXT02078

    • CF2 Non Executive Director (9 Oct 2017 to 21 Jun 2018)
  • Jasvinder Sondh

    IRN JXS00623

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Jan 2021)
  • Javed Ashraf

    IRN JXA01674

    • CF1 Director (AR) (14 Dec 2012 to 23 May 2016)
  • Jayson Clive Joseph Wholey

    IRN JXW15533

    • 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 30 May 2019)
  • Jeff Harris

    IRN JXH01577

    • 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 11 Jul 2013)
  • Jeffery Stewart Pitt

    IRN JSP01085

    • CF1 Director (AR) (4 May 2005 to 4 May 2005)
  • Jenny Old

    IRN JMG01290

    • 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 27 May 2016)
  • Jeremy Heath Pace

    IRN JHP01067

    • CF4 Partner (AR) (4 Jun 2008 to 30 Mar 2010)
  • Jessica Anne Burton

    IRN JXB00748

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Jul 2021)
  • Jessica Elizabeth Baudry

    IRN JXB00749

    • Appointed representative dealing with clients for which they require qualification (12 Apr 2021 to 20 Dec 2023)

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.