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.

  • Dharmesh Doshi

    IRN DXD01161

    • Appointed representative dealing with clients for which they require qualification (1 Oct 2020 to 20 May 2021)
    • CF1 Director (AR) (3 Sep 2020 to 11 May 2021)
  • Dianne Lilian Syder

    IRN DLS01073

    • CF1 Director (AR) (11 Sep 2009 to 8 Jul 2011)
  • Dick Kerry

    IRN RJK00021

    • CF1 Director (AR) (15 Aug 2005 to 30 Nov 2005)
  • Dipen Parbat Kanbi

    IRN DPK01059

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Apr 2024)
    • CF1 Director (AR) (18 May 2018 to 11 Apr 2024)
  • Dominic Beever

    IRN DXB00858

    • SMF3 Executive Director (19 Aug 2024 to 3 Jun 2025)
    • SMF2 Chief Finance (19 Aug 2024 to 3 Jun 2025)
  • Dominic Jamie Kitson

    IRN DJK00013

    • CF1 Director (AR) (5 Mar 2007 to 20 Jun 2011)
  • Dominic Zeall

    IRN DXZ00013

    • Appointed representative dealing with clients for which they require qualification (12 Jul 2021 to 28 Feb 2022)
  • Dominika Chwiejczak

    IRN DXC00383

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 May 2021)
  • Donald James Wild

    IRN DJW01415

    • CF2 Non Executive Director (7 Sep 2010 to 20 Jul 2017)
  • Donald Simmons

    IRN DHS00011

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Jun 2022)
    • CF1 Director (AR) (24 Dec 2007 to 30 Apr 2022)
    • CF4 Partner (AR) (7 Mar 2005 to 24 Dec 2007)

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.