Addresses
The contact details this firm has registered with the FCA.
-
Principal Place of Business
3700Birmingham Business ParkBirminghamWest MidlandsB37 7YTUNITED KINGDOM- Phone
- +443303030237
-
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.
-
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 Hide limitations
- · 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
-
Credit Brokering
-
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.
-
Equity Release Setup
For Customer, Home reversion plans
-
Mortgage Setup
For Customer, Regulated mortgage contract
-
Investment Setup
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
-
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.
-
Andrew John Parkinson
IRN AJP00061
- (2539)CF22 Investment Adviser (Trainee) (7 Jun 2006 to 31 May 2007)
-
Andrew John Pringle
IRN AXP00952
- (2195)[FCA CF] Significant management (27 Feb 2024 to 23 May 2025)
-
Andrew John Rowden
IRN AJR01246
- (3045)CF1 Director (AR) (31 Oct 2004 to 14 Dec 2009)
-
Andrew Jonathan Glover
IRN AJG00070
- (860)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (861)Appointed representative dealing with clients for which they require qualification (since 1 Sep 2020)
- (862)CF1 Director (AR) (since 6 Jul 2020)
-
Andrew Jones Walker
IRN AJW01336
- (1888)CF4 Partner (AR) (6 Jan 2009 to 31 Dec 2012)
-
Andrew Kevin Mannion
IRN AKM01082
- (1415)CF4 Partner (AR) (2 Dec 2010 to 10 Jun 2013)
-
Andrew Lee Fogg
IRN ALF00002
- (580)CF1 Director (AR) (5 May 2009 to 23 Mar 2010)
-
Andrew Leivers
IRN AXL00144
- (70)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (71)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
-
Andrew Leslie Greenwood
IRN ALG01027
- (299)CF1 Director (AR) (12 Dec 2005 to 30 Jan 2009)
-
Andrew Mark Bullingham
IRN AMB00047
- (2931)CF1 Director (AR) (4 Jan 2005 to 23 Dec 2009)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
-
WellBeing Health Insurance Ltd (no longer appointed)
FRN 476558 · Appointed 14 Dec 2007 · Until 23 Jan 2010
-
MC Mortgage & Insurance Services (no longer appointed)
FRN 476156 · Appointed 4 Dec 2007 · Until 31 Jul 2014
-
Confident Financial Services Ltd (no longer appointed)
FRN 476012 · Appointed 30 Nov 2007 · Until 14 Jul 2010
-
Direct Finance Solutions Ltd (no longer appointed)
FRN 475845 · Appointed 28 Nov 2007 · Until 10 Apr 2009
-
Mortgages Assured (UK) Ltd (no longer appointed)
FRN 475800 · Appointed 27 Nov 2007 · Until 18 Dec 2008
-
Greenlight Financial Services Ltd (no longer appointed)
FRN 404686 · Appointed 26 Nov 2007 · Until 20 Jan 2010
Recent activity
Updates to this firm's record on the FCA register.
-
trading name added: Personal Touch Finance
-
trading name added: Personal Touch Directly Authorised
-
trading name added: Mortgage Box
-
trading name added: Life Box
-
trading name added: GI Box
-
trading name added: FS Toolbox
-
trading name added: The Loan Supermarket
-
trading name added: The Life Insurance Supermarket
-
trading name added: PMI Box
-
trading name added: PI Box