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.

  • Claire Chattey

    IRN CXC00345

    • Appointed representative dealing with clients for which they require qualification (14 Nov 2023 to 18 Jul 2024)
  • Claire Esposito

    IRN CXE01349

    • CF1 Director (AR) (25 Oct 2016 to 4 Jan 2017)
  • Claire Gilbertson

    IRN CXG00205

    • [FCA CF] Significant management (9 Dec 2019 to 3 Feb 2024)
  • Claire Helen Sophia Baldwin

    IRN CXB00440

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Dec 2020)
  • Claire Louise Hirst

    IRN CLH01095

    • CF4 Partner (AR) (12 Dec 2008 to 25 Sep 2009)
  • Claire Louise Mynard

    IRN CLM01097

    • CF1 Director (AR) (19 May 2009 to 4 Jun 2009)
  • Claire Marie Allen

    IRN CMA01084

    • CF1 Director (AR) (28 Apr 2016 to 5 Sep 2019)
  • Claire Rebecca Taylor

    IRN CRB00028

    • CF4 Partner (AR) (23 Oct 2012 to 12 Aug 2020)
  • Claire Smaller

    IRN CXS01529

    • CF4 Partner (AR) (1 Jul 2010 to 3 Nov 2011)
  • Clare Jackson

    IRN CXJ00084

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 3 Mar 2021)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)

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.