Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
3700Birmingham Business ParkBirminghamWest MidlandsB37 7YTUNITED KINGDOM- Phone
- +443303030237
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Complaints Contact
3700Birmingham Business ParkBirminghamWest MidlandsB37 7YTUNITED KINGDOM- Phone
- +441217671139
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Buy-to-Let Mortgage Advice
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Buy-to-Let Mortgage Arranging
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Equity Release Advice
For Customer, Home reversion plans
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Investment Advice (no pensions)
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Advice
For Customer, Regulated mortgage contract
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Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
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Equity Release Arranging
For Customer, Home reversion plans
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Arranges Investments
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Arranging
For Customer, Regulated mortgage contract
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Credit Brokering
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Debt Advice
Show 2 limitations Hide limitations
- · This permission is limited to debt counselling with no debt management activity.
- · Limited to debt counselling in connection with investment and mortgage advice.
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Equity Release Setup
For Customer, Home reversion plans
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Mortgage Setup
For Customer, Regulated mortgage contract
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Investment Setup
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
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Credit Score Services
Show 1 limitation Hide limitations
- · 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.
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Michael Reed Finch
IRN MRF00008
- (1896)CF30 Customer (1 Nov 2007 to 23 Mar 2010)
- (1897)CF22 Investment Adviser (Trainee) (25 Nov 2004 to 31 Oct 2007)
- (1898)CF1 Director (AR) (31 Oct 2004 to 23 Mar 2010)
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Michael Reginald Rawlinson
IRN MRR01093
- (206)CF2 Non Executive Director (AR) (22 Sep 2009 to 22 Dec 2009)
- (207)CF1 Director (AR) (21 Sep 2009 to 21 Sep 2009)
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Michael Richard Powell
IRN MRP01107
- (3138)CF30 Customer (25 Oct 2010 to 31 Oct 2012)
- (3139)CF4 Partner (AR) (8 Sep 2009 to 15 Nov 2012)
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Michael Richard Rodger
IRN MRR00018
- (978)CF30 Customer (14 Mar 2012 to 22 Jan 2013)
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Michael Richard Stevens
IRN MRS01203
- (1729)CF1 Director (AR) (31 Oct 2004 to 3 Jan 2012)
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Michael Riley Roberts
IRN MRR01065
- (3163)CF1 Director (AR) (15 Jan 2007 to 12 Jul 2011)
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Michael Roach
IRN MXR01577
- (1469)CF2 Non Executive Director (AR) (11 Oct 2010 to 3 Jan 2012)
- (1470)CF1 Director (AR) (23 Feb 2005 to 10 Oct 2010)
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Michael Robert Barkess
IRN MRB00034
- (537)CF4 Partner (AR) (1 Jul 2005 to 3 Aug 2007)
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Michael Robert Morgan
IRN MRM01126
- (1056)CF1 Director (AR) (21 Dec 2004 to 12 Aug 2008)
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Michael Ryder Gate
IRN MRG00013
- (2158)CF21 Investment Adviser (1 Dec 2001 to 18 Apr 2003)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Oban Mortgage Services Ltd
FRN 786846 · Appointed 16 Aug 2017
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Stewart Mortgage Services Limited
FRN 783005 · Appointed 29 Jun 2017
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Pickering Mortgage Services Ltd
FRN 782650 · Appointed 26 Jun 2017
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Emma Holt
FRN 757153 · Appointed 31 Aug 2016
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XL Finance Ltd
FRN 753355 · Appointed 20 Jul 2016
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Under One Roof (Mortgages & Property Management) Ltd
FRN 737211 · Appointed 18 Feb 2016
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Mark Pulford Financial Services Ltd
FRN 581364 · Appointed 4 Nov 2015
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JM Mortgage & Finance Ltd
FRN 718070 · Appointed 24 Sep 2015
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Sultan Mahmood
FRN 419416 · Appointed 11 Jun 2015
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Asset Insurance Solutions Ltd
FRN 599877 · Appointed 29 Apr 2015
Recent activity
Updates to this firm's record on the FCA register.
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trading name added: Personal Touch Finance
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trading name added: Personal Touch Directly Authorised
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trading name added: Mortgage Box
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trading name added: Life Box
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trading name added: GI Box
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trading name added: FS Toolbox
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trading name added: The Loan Supermarket
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trading name added: The Life Insurance Supermarket
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trading name added: PMI Box
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trading name added: PI Box