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.

  • Matthew Robert Lee

    IRN MXL00284

    • 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 10 Nov 2023)
  • Matthew Rodger Todd

    IRN MRT01067

    • CF1 Director (AR) (5 Jul 2010 to 8 Oct 2010)
  • Matthew Ronald Wilson

    IRN MRW01128

    • CF1 Director (AR) (10 Jan 2018 to 2 Jan 2019)
  • Maureen Olive Montague

    IRN MXM00561

    • 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)
  • Meena Verma

    IRN MXV86616

    • CF1 Director (AR) (1 Jul 2020 to 27 Apr 2021)
    • Appointed representative dealing with clients for which they require qualification (20 May 2020 to 27 Apr 2021)
  • Megan Dineen

    IRN MXD00339

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 27 May 2023)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Melanie-Lee Claire Bebbington-Trengove

    IRN MCB01118

    • Appointed representative dealing with clients for which they require qualification (19 Aug 2024 to 14 Nov 2025)
  • Melvyn Thomas Waller

    IRN MXW00103

    • CF4 Partner (AR) (28 Sep 2005 to 8 Apr 2008)
  • Meral Ay

    IRN MXA03830

    • 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 14 May 2018)
  • Merrem Jones

    IRN MXJ01327

    • CF1 Director (AR) (28 Nov 2007 to 19 Oct 2011)

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.