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.

  • Rebecca Joy Barratt

    IRN RJB01584

    • CF1 Director (AR) (15 Mar 2016 to 25 Sep 2020)
    • CF4 Partner (AR) (30 Jun 2015 to 24 Mar 2016)
  • Rebecca Lyn Dunn

    IRN RLD01057

    • CF1 Director (AR) (21 May 2008 to 27 Sep 2011)
  • Rhodri Sellers

    IRN RXS03370

    • CF1 Director (AR) (19 Dec 2017 to 6 Aug 2019)
  • Richard Alan Johnson

    IRN RAJ01140

    • CF1 Director (AR) (7 Jan 2015 to 10 Jul 2018)
  • Richard Anthony Graham Whitehead

    IRN RAW01203

    • CF1 Director (AR) (10 Dec 2010 to 12 Mar 2012)
  • Richard Anthony Rudrum

    IRN RAR00021

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2022)
    • CF1 Director (AR) (24 Dec 2007 to 30 Sep 2022)
    • CF4 Partner (AR) (21 Feb 2005 to 24 Dec 2007)
  • Richard Charles Weir Strattan

    IRN RCS01041

    • CF1 Director (AR) (5 Jan 2016 to 9 Jul 2021)
  • Richard Douglas Purnell

    IRN RDP01059

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Oct 2021)
    • CF1 Director (AR) (5 Mar 2015 to 11 Oct 2021)
    • CF4 Partner (AR) (19 Sep 2007 to 6 Mar 2015)
  • Richard Fletcher

    IRN RXF12358

    • SMF3 Executive Director (6 Jun 2023 to 3 Feb 2024)
    • Responsibility for MCD Intermediation (6 Jun 2023 to 3 Feb 2024)
    • Responsible for Insurance Distribution (6 Jun 2023 to 3 Feb 2024)
    • [FCA CF] Significant management (9 Dec 2019 to 30 Jun 2023)
    • CF1 Director (29 May 2019 to 1 Sep 2019)
  • Richard Fuller

    IRN RLF00006

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2020)
    • CF1 Director (AR) (27 Jan 2012 to 30 Sep 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.