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.

  • Richard Paul Worrall

    IRN RPW00007

    • CF1 Director (AR) (6 Jul 2007 to 21 Oct 2008)
  • Richard Stephen Bousfield

    IRN RSB00021

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2021)
    • CF1 Director (AR) (4 Mar 2016 to 30 Sep 2021)
  • Richard Thomas Lloyd - Jones

    IRN RTL01026

    • CF1 Director (AR) (9 Sep 2014 to 18 Dec 2017)
  • Richard Tingey

    IRN RTT00006

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 23 Jan 2023)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF4 Partner (AR) (30 Jul 2014 to 6 Apr 2023)
  • Richard Williams

    IRN RXW00040

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2022)
  • Richard Wooton

    IRN RXW01779

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Jan 2020)
    • CF1 Director (AR) (15 Aug 2016 to 13 Jan 2020)
  • Richard Wycherley

    IRN RXW00278

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Sep 2024)
  • Richardson Neil McDougall

    IRN NRM01063

    • CF1 Director (AR) (24 Jan 2005 to 23 Jun 2005)
  • Ritesh Sood

    IRN RXS01874

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2022)
    • CF1 Director (AR) (19 Oct 2015 to 30 Sep 2022)
  • Roanna Louise Seager

    IRN RXS00459

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2022)

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.