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.

  • Philip Terry

    IRN PMT01045

    • 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 Sep 2005)
  • Philip Thomas King

    IRN PXK00212

    • 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)
  • Philippa Clayburn

    IRN PXC00316

    • 21. Advising or arranging (bringing about) equity release transactions
    • 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 1 Dec 2023)
  • Phillip Bryant Hilling

    IRN PBH01053

    • SMF9 Chair of the Governing Body (9 Dec 2019 to 3 Feb 2024)
    • SMF13 Chair of the Nominations Committee (9 Dec 2019 to 3 Feb 2024)
    • SMF12 Chair of the Remuneration Committee (9 Dec 2019 to 3 Feb 2024)
    • SMF11 Chair of the Audit Committee (9 Dec 2019 to 3 Feb 2024)
    • CF2 Non Executive Director (1 Mar 2013 to 8 Dec 2019)
  • Phillip Clark Popek Beck

    IRN PXB74550

    • 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 23 Apr 2020)
    • CF1 Director (AR) (since 21 Apr 2020)
  • Pradeep Raman

    IRN PXR01874

    • CF1 Director (AR) (2 Dec 2016 to 8 May 2018)
  • Prakash Vekaria

    IRN PXV01159

    • CF1 Director (AR) (19 Jul 2010 to 9 Nov 2012)
  • Premananth Vijayakumar

    IRN PXV00133

    • Appointed representative dealing with clients for which they require qualification (1 Sep 2025 to 29 Jan 2026)
  • Pronab Kumar Saha

    IRN PKS01042

    • CF1 Director (AR) (12 Aug 2008 to 24 Nov 2010)
  • Puja Vadher

    IRN OAV01004

    • CF1 Director (AR) (2 Jun 2016 to 28 Sep 2018)

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.