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.

  • Karolina Strachotova

    IRN KXS00257

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Mar 2021)
  • Kate Ann Burrows

    IRN KXB00332

    • Appointed representative dealing with clients for which they require qualification (12 Nov 2021 to 6 Apr 2022)
  • Kate Elizabeth Ashton

    IRN KER01023

    • [FCA CF] Significant management (21 May 2024 to 17 Nov 2025)
  • Katie Clarke

    IRN KXC00173

    • 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)
  • Katie Louise Clarke

    IRN KXC00512

    • [FCA CF] Significant management (since 6 Jan 2026)
  • Keeley Irene Baxter

    IRN KXB00276

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 21 Jan 2021)
  • Keely Jill Craig

    IRN KJC01130

    • SMF24 Chief Operations (14 May 2021 to 30 Jul 2021)
    • SMF2 Chief Finance (9 Dec 2019 to 30 Jul 2021)
    • SMF3 Executive Director (9 Dec 2019 to 30 Jul 2021)
    • CF28 Systems and controls (9 Aug 2017 to 8 Dec 2019)
    • CF1 Director (9 Aug 2017 to 8 Dec 2019)
  • Keiran James Dunne

    IRN KXD06603

    • 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 28 Aug 2020)
    • CF1 Director (AR) (since 10 Aug 2020)
  • Keith Donald Richards

    IRN KDR01011

    • CF1 Director (27 Apr 2012 to 28 Mar 2013)
  • Keith Edge

    IRN KXE00003

    • CF1 Director (AR) (22 Aug 2005 to 12 May 2017)
    • CF7 Sole Trader (AR) (2 Dec 2004 to 22 Aug 2005)

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.