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.

  • Janice Jardine McLean

    IRN JJM01240

    • CF1 Director (AR) (21 Aug 2008 to 16 Mar 2018)
  • Janice Smith

    IRN JXS00196

    • CF1 Director (AR) (30 Oct 2007 to 29 Jan 2009)
  • Jaroslaw Pioro

    IRN JXP01743

    • CF1 Director (AR) (22 Oct 2009 to 27 Sep 2019)
  • Jason Archer

    IRN JXA01314

    • 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 Aug 2010)
  • Jason Harris

    IRN JXH00346

    • 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 16 Feb 2021)
  • Jason James Hurley

    IRN JJH01139

    • CF1 Director (AR) (20 Jun 2008 to 22 Sep 2009)
  • Jason John Beacham

    IRN JJB01154

    • 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)
  • Jason Paul Griffiths

    IRN JPG01107

    • 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 19 Nov 2008)
  • Jason Peter Wintie

    IRN JPW01205

    • SMF17 Money Laundering Reporting Officer (MLRO) (23 Dec 2022 to 3 Feb 2024)
    • Responsibility for MCD Intermediation (23 Dec 2022 to 3 Feb 2024)
    • Responsible for Insurance Distribution (23 Dec 2022 to 3 Feb 2024)
    • SMF16 Compliance Oversight (23 Dec 2022 to 3 Feb 2024)
    • SMF4 Chief Risk (23 Dec 2022 to 3 Feb 2024)
  • Jason Shelley

    IRN JSS01125

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Feb 2022)
    • CF1 Director (AR) (15 Feb 2008 to 11 Feb 2022)

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.