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.

  • Jonathan Edward Scott

    IRN JES01153

    • CF1 Director (AR) (2 Aug 2006 to 30 Jan 2007)
  • Jonathan James Wildman

    IRN JJW01101

    • CF4 Partner (AR) (4 Apr 2011 to 6 Jan 2016)
  • Jonathan Joseph Scott

    IRN JXS00599

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2020)
  • Jonathan Mark Lyttle

    IRN JML00012

    • CF1 Director (AR) (19 Sep 2006 to 30 Sep 2009)
  • Jonathan Marsh

    IRN JXM00787

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Feb 2023)
  • Jonathan Neil Harris

    IRN JNH00013

    • CF1 Director (AR) (25 Oct 2011 to 26 Nov 2019)
  • Jonathan Pearson Round

    IRN JPR01117

    • Director of firm who is not a certification employee or a SMF manager (1 Mar 2024 to 28 Feb 2026)
    • SMF3 Executive Director (3 Feb 2024 to 23 Feb 2024)
    • SMF1 Chief Executive (3 Feb 2024 to 23 Feb 2024)
  • Jonathan Strachan Holmes

    IRN JXH00347

    • Appointed representative dealing with clients for which they require qualification (10 Jul 2020 to 6 Sep 2022)
  • Joseph James Marshall

    IRN JXM00342

    • 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 2 Mar 2026)
  • Joseph Liam Quigley

    IRN JLQ00001

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Aug 2020)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

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