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.

  • Stephen Taylor

    IRN SXT00132

    • Appointed representative dealing with clients for which they require qualification (13 Oct 2021 to 31 Mar 2023)
  • Stephen Thrower

    IRN SXT01500

    • CF1 Director (AR) (19 Nov 2007 to 2 Dec 2014)
  • Steven Aston

    IRN SAA00018

    • 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 26 Oct 2007)
  • Steven Grant Murray

    IRN SGM01111

    • CF2 Non Executive Director (5 Sep 2018 to 8 Dec 2019)
  • Steven Hackett

    IRN SXH58250

    • Appointed representative dealing with clients for which they require qualification (16 Sep 2021 to 28 Feb 2023)
  • Steven James Renton

    IRN SXR00366

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Jan 2022)
  • Steven Mark Baines Pearman

    IRN SMP00026

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Oct 2022)
    • CF1 Director (AR) (21 May 2009 to 5 Oct 2022)
  • Steven Mark Woolley

    IRN SMW01231

    • CF1 Director (AR) (20 Oct 2015 to 17 Jul 2019)
  • Steven Paul Moseley

    IRN SXM01973

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Sep 2025)
  • Steven Peter Balmer

    IRN SPB01107

    • CF4 Partner (AR) (12 Jan 2006 to 16 Nov 2007)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

No changes recorded yet.