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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Lewis Wakefield
IRN LXW01258
- (646)CF1 Director (AR) (25 Jul 2008 to 29 Dec 2010)
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Liam Barrie Coleman
IRN LXC51045
- (2504)Appointed representative dealing with clients for which they require qualification (22 Apr 2025 to 20 Nov 2025)
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Liam Brignull
IRN LXB00134
- (74)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (75)Appointed representative dealing with clients for which they require qualification (since 9 Jan 2020)
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Liam James Clarke
IRN LJC01106
- (180)CF30 Customer (7 Oct 2011 to 31 Dec 2012)
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Liam Joseph Lally
IRN LXL01155
- (1172)CF1 Director (AR) (31 Oct 2004 to 1 Aug 2011)
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Liam Paul Haworth
IRN LPH01008
- (492)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (493)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Liliana Bivol
IRN LXB00097
- (2472)Appointed representative dealing with clients for which they require qualification (2 Dec 2020 to 2 Dec 2024)
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Lily Johnson
IRN LXJ00219
- (355)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (356)Appointed representative dealing with clients for which they require qualification (since 2 Jan 2025)
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Linda Ann Francis
IRN LAF01054
- (520)CF1 Director (AR) (3 Dec 2013 to 11 Nov 2014)
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Linda Ann Mayor
IRN LAM01087
- (850)CF1 Director (AR) (10 Jan 2007 to 27 Jun 2017)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Arissa Financial Management
FRN 523913 · Appointed 14 May 2010
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PJM and JAM Associates Ltd
FRN 519996 · Appointed 12 Mar 2010
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Dolphin Mortgage Advice Ltd
FRN 511232 · Appointed 27 Oct 2009
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Andrew Lawrenson
FRN 511127 · Appointed 26 Oct 2009
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Saorsa Financial Services Limited
FRN 467627 · Appointed 7 Sep 2009
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Millennium Wealth Management Limited
FRN 503851 · Appointed 20 Jul 2009
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Goldmanread Ltd
FRN 502703 · Appointed 23 Jun 2009
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Mark Blair Mortgage & Finance Ltd
FRN 502633 · Appointed 22 Jun 2009
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A L Mortgages Ltd
FRN 501263 · Appointed 18 May 2009
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Sterling Mortgages
FRN 449663 · Appointed 11 May 2009
Recent activity
Updates to this firm's record on the FCA register.
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trading name added: FS Box
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trading name added: Financial Services Toolbox
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trading name added: Capital Assure
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trading name added: B&C Box
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trading name added: ASU Box
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trading name added: Personal Touch Insurance Services Limited
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trading name added: Personal Touch Financial Services Ltd
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trading name added: Personal Touch Insurance
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trading name added: Personal Touch Hub
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trading name added: Personal Touch Finance Equity Release