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.

  • Graeme William Clarke

    IRN GWC01046

    • CF1 Director (AR) (15 Jul 2005 to 5 Jun 2006)
  • Graham Charles Thomson

    IRN GXT01240

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Feb 2025)
    • CF1 Director (AR) (5 Jul 2006 to 15 Feb 2025)
  • Graham James Lawrenson

    IRN GJL01082

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Jan 2020)
    • CF1 Director (AR) (2 Aug 2010 to 14 Jan 2020)
  • Graham John Niven

    IRN GJN01032

    • CF1 Director (AR) (29 Mar 2010 to 8 Mar 2011)
  • Graham Tate

    IRN GXT01271

    • CF1 Director (AR) (11 May 2007 to 30 Sep 2010)
  • Graham Wilson

    IRN GXW01538

    • CF1 Director (AR) (since 20 Feb 2023)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 Mar 2025)
    • CF4 Partner (AR) (30 Jul 2014 to 6 Apr 2023)
  • Grahame David Chilton

    IRN GDC01054

    • CF4 Partner (AR) (21 Nov 2018 to 28 Feb 2022)
  • Grant Phillips

    IRN GXP00039

    • 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)
  • Gregory Brian West

    IRN GXW06361

    • 21. Advising or arranging (bringing about) equity release transactions
    • 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 19 Sep 2018)
  • Gregory Robert Ayres

    IRN GRA01035

    • CF1 Director (AR) (8 Mar 2006 to 30 Sep 2009)

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.