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.

  • Donna Maria Wilson

    IRN DXW12261

    • CF1 Director (AR) (11 Mar 2019 to 1 Nov 2022)
  • Doreen Russell Knox

    IRN DRK01042

    • CF1 Director (AR) (3 Mar 2009 to 8 Oct 2019)
  • Douglas Millar

    IRN DNM01041

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Jul 2021)
    • CF1 Director (AR) (17 Nov 2006 to 21 Jul 2021)
  • Duane Ricardo Sinclair

    IRN DXS00102

    • CF1 Director (AR) (12 Nov 2020 to 10 Aug 2021)
    • Appointed representative dealing with clients for which they require qualification (3 Aug 2020 to 10 Aug 2021)
  • Duncan George Jarrett

    IRN DGJ01042

    • CF2 Non Executive Director (20 Feb 2014 to 27 May 2016)
  • Duncan Iain Huntly Gordon

    IRN DIG01018

    • 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 28 Feb 2019)
  • Duncan Lawrence Hodgson

    IRN DLH01095

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Aug 2020)
    • CF1 Director (AR) (19 Jun 2013 to 28 Aug 2020)
  • Duncan Munro

    IRN DXM00190

    • CF4 Partner (AR) (5 Jun 2009 to 4 Apr 2019)
    • CF1 Director (AR) (8 Jan 2009 to 27 May 2009)
  • Edmund John Fiddy-Kent

    IRN EXF00067

    • Appointed representative dealing with clients for which they require qualification (4 Nov 2024 to 30 Jun 2025)
  • Edward Frizell-Shackley

    IRN EXF00081

    • Appointed representative dealing with clients for which they require qualification (2 Jul 2021 to 20 Mar 2024)

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.