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.

  • Rebecca Joy Barratt

    IRN RJB01584

    • CF1 Director (AR) (15 Mar 2016 to 25 Sep 2020)
    • CF4 Partner (AR) (30 Jun 2015 to 24 Mar 2016)
  • Rebecca Lyn Dunn

    IRN RLD01057

    • CF1 Director (AR) (21 May 2008 to 27 Sep 2011)
  • Rhodri Sellers

    IRN RXS03370

    • CF1 Director (AR) (19 Dec 2017 to 6 Aug 2019)
  • Richard Alan Johnson

    IRN RAJ01140

    • CF1 Director (AR) (7 Jan 2015 to 10 Jul 2018)
  • Richard Anthony Graham Whitehead

    IRN RAW01203

    • CF1 Director (AR) (10 Dec 2010 to 12 Mar 2012)
  • Richard Anthony Rudrum

    IRN RAR00021

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2022)
    • CF1 Director (AR) (24 Dec 2007 to 30 Sep 2022)
    • CF4 Partner (AR) (21 Feb 2005 to 24 Dec 2007)
  • Richard Charles Weir Strattan

    IRN RCS01041

    • CF1 Director (AR) (5 Jan 2016 to 9 Jul 2021)
  • Richard Douglas Purnell

    IRN RDP01059

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Oct 2021)
    • CF1 Director (AR) (5 Mar 2015 to 11 Oct 2021)
    • CF4 Partner (AR) (19 Sep 2007 to 6 Mar 2015)
  • Richard Fletcher

    IRN RXF12358

    • SMF3 Executive Director (6 Jun 2023 to 3 Feb 2024)
    • Responsibility for MCD Intermediation (6 Jun 2023 to 3 Feb 2024)
    • Responsible for Insurance Distribution (6 Jun 2023 to 3 Feb 2024)
    • [FCA CF] Significant management (9 Dec 2019 to 30 Jun 2023)
    • CF1 Director (29 May 2019 to 1 Sep 2019)
  • Richard Fuller

    IRN RLF00006

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2020)
    • CF1 Director (AR) (27 Jan 2012 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.