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.

  • 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.