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 James Dunne

    IRN DJD01183

    • CF1 Director (AR) (19 Dec 2006 to 29 Feb 2008)
  • David James McCreadie

    IRN DXM00689

    • Appointed representative dealing with clients for which they require qualification (4 Apr 2022 to 12 Aug 2024)
  • David James Miller

    IRN DXM00509

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Nov 2020)
  • David James Wood

    IRN DJW00047

    • 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 29 Nov 2023)
    • CF4 Partner (2 Nov 2004 to 19 May 2010)
  • David John Gretton

    IRN DJG01192

    • CF1 Director (AR) (15 Sep 2009 to 27 Jul 2012)
  • David John Harwood

    IRN DJD01172

    • CF1 Director (AR) (14 Jan 2009 to 5 Nov 2009)
  • David John Peek

    IRN DJP00057

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Oct 2022)
    • CF1 Director (AR) (23 Aug 2012 to 5 Oct 2022)
  • David John Walsh

    IRN DXW24569

    • SMF5 Head of Internal Audit (since 2 Oct 2024)
  • David Large

    IRN DXL00042

    • 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 20 Feb 2007)
  • David Lloyd

    IRN DJL01218

    • [FCA CF] Significant management (9 Dec 2019 to 4 Dec 2020)

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.