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.

  • Ian David Waterhouse

    IRN IDW00001

    • CF1 Director (AR) (3 Jul 2007 to 21 Oct 2008)
  • Ian James Hardy

    IRN IXH00080

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2020)
  • Ian James Rogers

    IRN IJR01023

    • 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 4 Jun 2009)
  • Ian Kenneth Charles Butt

    IRN IKB00008

    • 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 10 Nov 2023)
  • Ian Neilson Thomson

    IRN INT01003

    • CF1 Director (AR) (8 Apr 2010 to 3 Apr 2013)
  • Ian Reginald Le Petit

    IRN IRL01011

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Mar 2026)
    • CF1 Director (AR) (5 Oct 2019 to 31 Mar 2026)
  • Ian Skerritt

    IRN IXS01332

    • CF1 Director (AR) (21 Jul 2015 to 8 Aug 2016)
  • Ian Summers

    IRN IXS01193

    • CF1 Director (AR) (10 Oct 2011 to 22 Aug 2017)
  • Ian Tarr

    IRN IET01005

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2022)
    • CF1 Director (AR) (9 Nov 2015 to 30 Sep 2022)
  • Ian Trevor Hewett

    IRN IXH00041

    • Appointed representative dealing with clients for which they require qualification (10 Nov 2023 to 12 Feb 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.