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.

  • Ross Dodgson

    IRN RJD01239

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 3 Apr 2020)
    • Appointed representative dealing with clients for which they require qualification (since 11 Feb 2020)
    • CF1 Director (AR) (28 Feb 2017 to 15 Jan 2020)
  • Ross James Le Maire

    IRN RXL00084

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 May 2020)
  • Ross William George Avis

    IRN RWA01019

    • 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)
  • Rupert Hugo Wynne Robson

    IRN RHR01016

    • CF2 Non Executive Director (1 Feb 2009 to 17 Jan 2011)
  • Rupert Swallow

    IRN RXS01785

    • CF4 Partner (AR) (30 Nov 2018 to 6 Sep 2021)
  • Russell Adams

    IRN RXA01627

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Jul 2020)
    • CF1 Director (AR) (25 Nov 2013 to 24 Jul 2020)
  • Russell Fisher

    IRN RXF00183

    • Appointed representative dealing with clients for which they require qualification (20 Dec 2021 to 21 Dec 2021)
  • Russell William Ellis

    IRN RXE00078

    • Appointed representative dealing with clients for which they require qualification (23 Nov 2023 to 24 May 2024)
  • Ryan Alan Boyd

    IRN RXB02785

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Nov 2025)
    • CF1 Director (AR) (11 Jul 2017 to 4 Nov 2025)
  • Ryan John Bowers

    IRN RXB00326

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2020)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Jane Jones (no longer appointed)

    FRN 460482 · Appointed 17 Aug 2009 · Until 26 Jul 2010

  • Greater Living Ltd (no longer appointed)

    FRN 504782 · Appointed 10 Aug 2009 · Until 24 Jun 2011

  • Charles Tucker (no longer appointed)

    FRN 490886 · Appointed 6 Aug 2009 · Until 10 Jan 2012

  • Brian Lingwood (no longer appointed)

    FRN 412183 · Appointed 23 Jul 2009 · Until 22 Jul 2011

  • Keith Millward (no longer appointed)

    FRN 410554 · Appointed 16 Jul 2009 · Until 30 Sep 2022

  • Richard Wylder (no longer appointed)

    FRN 503627 · Appointed 14 Jul 2009 · Until 19 Feb 2013

  • Individual Financial Solutions (no longer appointed)

    FRN 408330 · Appointed 25 Jun 2009 · Until 15 Dec 2014

  • JK Brokers Ltd (no longer appointed)

    FRN 502833 · Appointed 24 Jun 2009 · Until 4 Jul 2011

  • Derek Farrelly (no longer appointed)

    FRN 502507 · Appointed 18 Jun 2009 · Until 1 Aug 2022

  • Robert David Leonard Clegg (no longer appointed)

    FRN 479601 · Appointed 15 Jun 2009 · Until 13 Aug 2019

Recent activity

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

No changes recorded yet.