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.

  • Maggie Nobbs

    IRN MRN01030

    • CF1 Director (AR) (15 Aug 2005 to 30 Nov 2005)
  • Malcolm Gordon Dale

    IRN MGD00007

    • Appointed representative dealing with clients for which they require qualification (17 Sep 2021 to 29 Nov 2021)
  • Malcolm Macdonald Reid

    IRN MMR01131

    • Director of firm who is not a certification employee or a SMF manager (17 Nov 2023 to 3 Feb 2024)
  • Mandeep Kaur

    IRN MXK00332

    • 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)
  • Mandip Ojla

    IRN MXO00082

    • Appointed representative dealing with clients for which they require qualification (30 Jun 2020 to 14 Jan 2021)
  • Mandy Lorraine Herald

    IRN MLM01071

    • CF1 Director (AR) (12 Apr 2005 to 30 Sep 2009)
  • Manish Popat

    IRN MXP01599

    • CF1 Director (AR) (13 Nov 2007 to 3 Oct 2013)
  • Marcus Robinson

    IRN MPR01070

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Jan 2021)
    • CF1 Director (AR) (24 Feb 2015 to 12 Jan 2021)
  • Margaret Patricia Larkin

    IRN PXL00057

    • CF4 Partner (AR) (29 Sep 2005 to 8 Apr 2008)
  • Maria Morris

    IRN MXM03972

    • CF1 Director (AR) (23 Feb 2016 to 30 Jul 2021)

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.