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.

  • Gavin Wrigley Barratt

    IRN GWB01075

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Sep 2020)
    • CF1 Director (AR) (15 Mar 2016 to 25 Sep 2020)
    • CF4 Partner (AR) (30 Jun 2015 to 24 Mar 2016)
  • Gemma Collins

    IRN GXC00260

    • 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 25 Jan 2021)
  • Gemma Eileen Harle

    IRN GEH01049

    • CF1 Director (14 Jul 2010 to 16 Oct 2017)
  • Gemma Jayne Barrett

    IRN GJB01152

    • CF4 Partner (AR) (12 Dec 2008 to 21 Feb 2011)
  • Gemma Kate Simpson

    IRN GKS01033

    • CF1 Director (AR) (23 Aug 2006 to 12 Jan 2010)
  • Gemma Louise Coleman

    IRN GXC00259

    • 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)
  • Gemma Louise Hutchinson

    IRN GXH00010

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 30 Sep 2020)
    • Appointed representative dealing with clients for which they require qualification (since 29 Jun 2020)
  • Geoffrey Frederick Nichols

    IRN GFN01009

    • CF1 Director (AR) (31 Oct 2004 to 6 Dec 2010)
  • Geoffrey Stephen Clarkson

    IRN GSC01054

    • Responsible for Insurance Mediation (14 Jan 2005 to 21 May 2013)
    • CF1 Director (31 Oct 2004 to 21 May 2013)
  • Geoffrey Thompson

    IRN GXT01235

    • CF1 Director (AR) (21 Apr 2005 to 25 Feb 2006)

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.