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.

  • Joshua Sisley

    IRN JXS00366

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Jan 2020)
  • Joy Bowden

    IRN JLB01093

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Sep 2023)
    • CF1 Director (AR) (5 Jan 2015 to 29 Sep 2023)
  • Judith Margaret Ann Worthy

    IRN JMW01320

    • SMF2 Chief Finance (20 Jun 2023 to 3 Feb 2024)
  • Judith Margaret Hughes

    IRN HXJ01078

    • CF1 Director (AR) (23 Jan 2007 to 2 Sep 2011)
  • Julia Elliott

    IRN JXE11883

    • SMF24 Chief Operations (25 May 2023 to 3 Feb 2024)
    • [FCA CF] Significant management (9 Dec 2019 to 30 Jun 2023)
    • CF1 Director (2 May 2019 to 1 Sep 2019)
  • Julia Georgina Crump

    IRN JXC00605

    • Appointed representative dealing with clients for which they require qualification (17 Sep 2020 to 30 Sep 2021)
  • Julian Bernard Clarke

    IRN JBC01097

    • CF1 Director (AR) (29 Apr 2015 to 21 May 2015)
  • Julie Annette Large

    IRN JAL01215

    • CF1 Director (AR) (20 Feb 2007 to 20 Aug 2013)
  • Julie Colman

    IRN JAC00138

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Aug 2022)
    • CF1 Director (AR) (29 Jul 2015 to 31 Aug 2022)
  • Julie Croney

    IRN JXC03140

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Sep 2021)
    • CF1 Director (AR) (2 Feb 2017 to 2 Sep 2021)

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.