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.

  • David Manners

    IRN DJM00138

    • 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 13 Jan 2005)
    • CF7 Sole Trader (AR) (26 Nov 2004 to 3 Dec 2004)
  • David Mark Wallace

    IRN DMW01150

    • CF4 Partner (AR) (2 Jul 2009 to 15 Dec 2014)
  • David Martin Oliver

    IRN DMO01026

    • CF1 Director (AR) (31 Oct 2004 to 27 Jul 2005)
  • David Miller Ramage

    IRN DMR00012

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Aug 2021)
  • David Naidu

    IRN DXN00092

    • Appointed representative dealing with clients for which they require qualification (29 Oct 2021 to 29 Aug 2025)
  • David Peter Wilson

    IRN DPW01084

    • CF1 Director (AR) (27 May 2010 to 10 Oct 2016)
  • David Phillips

    IRN DXP74382

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Jan 2020)
  • David Pringle

    IRN DXP00070

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Sep 2020)
  • David Robert Francis Wilson

    IRN DXW12260

    • 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 2 Apr 2019)
  • David Russell Harper

    IRN DRH01101

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Apr 2023)

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.