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.

  • Gianluca Bertolino

    IRN GXB01684

    • Appointed representative dealing with clients for which they require qualification (22 Sep 2020 to 29 Mar 2023)
  • Giles Dylan Preece

    IRN GXP00190

    • 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)
  • Gillian Anne Parkinson

    IRN GAB01136

    • 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 29 Apr 2009)
  • Gillian Margaret Le Petit

    IRN GXL21396

    • CF1 Director (AR) (5 Oct 2019 to 31 Mar 2026)
  • Gillian Marie Purnell

    IRN GMP01064

    • CF1 Director (AR) (17 Dec 2014 to 11 Oct 2021)
    • CF4 Partner (AR) (14 Sep 2007 to 6 Mar 2015)
  • Gillian Mary Davidson

    IRN GMD01047

    • Responsibility for MCD Intermediation (21 Mar 2016 to 13 Dec 2016)
    • CF11 Money Laundering Reporting (25 Jun 2013 to 13 Dec 2016)
    • Responsible for Insurance Mediation (6 Jun 2013 to 13 Dec 2016)
    • CF10 Compliance Oversight (11 Mar 2013 to 5 Dec 2016)
    • CF28 Systems and controls (11 Mar 2013 to 13 Dec 2016)
    • CF1 Director (1 Feb 2013 to 13 Dec 2016)
  • Gillian McCartney

    IRN GXM01942

    • CF1 Director (AR) (23 May 2011 to 11 Feb 2013)
  • Glenn Matthew Riley

    IRN GMR01063

    • CF1 Director (AR) (31 Mar 2009 to 11 Nov 2010)
  • Gordon William McMillan

    IRN GWM00012

    • CF1 Director (AR) (19 Jan 2010 to 21 May 2012)
  • Graeme David Childs

    IRN GXC00258

    • 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 10 Nov 2023)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Rockwood Mortgages (no longer appointed)

    FRN 488346 · Appointed 21 Sep 2009 · Until 21 Feb 2011

  • Laura Gwilliam (no longer appointed)

    FRN 490794 · Appointed 17 Sep 2009 · Until 26 Jun 2013

  • David Strubel (no longer appointed)

    FRN 506884 · Appointed 14 Sep 2009 · Until 5 Oct 2022

  • Armenal Isobel Dodds (no longer appointed)

    FRN 506848 · Appointed 11 Sep 2009 · Until 28 Mar 2013

  • A Home 4 U Ltd (no longer appointed)

    FRN 506792 · Appointed 11 Sep 2009 · Until 8 Jul 2011

  • Blair Cottrell (no longer appointed)

    FRN 489660 · Appointed 10 Sep 2009 · Until 5 Apr 2023

  • Mortgage Match 2 Ltd (no longer appointed)

    FRN 488548 · Appointed 7 Sep 2009 · Until 27 Jul 2012

  • Mark Robinson (no longer appointed)

    FRN 428398 · Appointed 27 Aug 2009 · Until 11 Jan 2023

  • St George Financial Consultants Ltd (no longer appointed)

    FRN 505406 · Appointed 21 Aug 2009 · Until 22 Aug 2012

  • Stephen Rowe (no longer appointed)

    FRN 192819 · Appointed 18 Aug 2009 · Until 28 Sep 2012

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.