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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Gurvinder Singh Baryana
IRN GSB00035
- (1964)CF4 Partner (AR) (3 Nov 2005 to 31 Oct 2007)
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Guy Clapcott
IRN GXC00139
- (2433)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Jan 2022)
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Guy Conrad Skidmore
IRN GCS00005
- (2160)CF30 Customer (3 May 2011 to 30 Apr 2012)
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Guy Leslie Fawcett
IRN GXF00042
- (2039)CF30 Customer (7 May 2009 to 31 Oct 2012)
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Gwen Laing
IRN GXL01315
- (1400)CF2 Non Executive Director (AR) (5 Nov 2010 to 16 Feb 2022)
- (1401)CF1 Director (AR) (4 Nov 2008 to 4 Nov 2010)
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Gwyn Owen Lloyd Phillips
IRN GXP00189
- (477)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (478)Appointed representative dealing with clients for which they require qualification (since 19 Dec 2022)
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Gwyneth Romaine Barnett
IRN GRB01123
- (705)CF1 Director (AR) (25 Jun 2008 to 28 May 2010)
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HUGH BREEN
IRN HXB00011
- (2847)CF1 Director (AR) (1 Nov 2006 to 31 Dec 2012)
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Hailiang Chen
IRN HXC00307
- (2184)Appointed representative dealing with clients for which they require qualification (22 Aug 2024 to 23 Dec 2024)
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Hamish Hunter Rose
IRN HHR00001
- (1065)CF21 Investment Adviser (1 Dec 2001 to 18 Dec 2003)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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