Financial AdviserProfile

XL Finance Ltd

Public-record profile
19 Riland Avenue, Off Riland Road, Sutton Coldfield, B75 7AG
Claim Profile

Profile data from public records and claimed profile updates where available

Not fully verified by VerifiedAdvisers: This profile has been generated from public records. The firm has not yet claimed this page, so we have not completed all member verification checks. Public records can be incomplete or change over time.

XL Finance Ltd is listed as a FCA appointed representative in the B75 7AG area. Registered at Companies House in 2016. FCA records list Personal Touch Financial Services Ltd as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2016
Type
FCA appointed representative
Company No.
10266345
SIC
66220
Services
1

Are you the business owner?

Your competitors are using AI to handle out-of-hours calls instantly. Activate 24/7 voice triage on this profile for free.

Activate UseSam AI

Protect Your Business Too

Found your adviser? Ensure your business scale is protected. Structure PMI or Life cover instantly alongside your new advisory setup with WeCovr.

Explore Protection Plans

Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

Personal Touch Financial Services Ltd, FRN 187834 (Full)

Companies House

XL FINANCE LTD is active and was incorporated on 7 July 2016.

Nature of business: 66220 - Activities of insurance agents and brokers

Registered office: 19 Riland Avenue Off Riland Road, Sutton Coldfield, West Midlands, B75 7AG, United Kingdom

Authorisations

FCAactive
Reference: 753355
Type: FCA appointed representative
Company no.: 10266345
Verified:
View public register

Company Snapshot

Industry
66220
Data Freshness
Stale (> 1 year)
Accounts last made up to
31 March 2025
Accounts next due
31 December 2026
Accounts type
Total Exemption Full
Employees
2
Equity
£100
Cash
£22,612
Net current assets/liabilities
£963
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

DAVIDSON, Rebecca Louise
Appointed 7 July 2016
DOB: 7/1980

Persons with significant control

Mr John Alexander Davidson
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent
DOB: 9/1974
Mrs Rebecca Louise Davidson
Individual Person With Significant Control, Ownership Of Shares 50 To 75 Percent, Ownership Of Shares 75 To 100 Percent As Trust
DOB: 7/1980

Recent Filings

18 July 2025
AA
accounts with accounts type total exemption full
25 June 2025
CS01
confirmation statement with no updates
23 July 2024
AA
accounts with accounts type total exemption full
25 June 2024
CS01
confirmation statement with no updates
4 December 2023
AA
accounts with accounts type total exemption full
25 June 2023
CS01
confirmation statement with updates

Verified Reviews

Reviews are sorted by verification strength, then recency.

No verified reviews have been published for XL Finance Ltd yet.

Leave a Verified Review

UseSam client links are verified automatically. LinkedIn sign-in adds professional identity context.

Review verificationPending Verification

Email-only reviews require manual approval before publication.

Sign in with LinkedIn to Review

Location

Loading map...

You'll find XL Finance Ltd at the location shown on the map in Sutton Coldfield.

Other Financial Advisers in or near Sutton Coldfield

Explore other listed profiles in your area

FOCUSED NEURODIVERSITY LIMITED

Sutton Coldfield, B75 5BE

Broderick Wealth Management Ltd

Sutton Coldfield, B73 5QN

Caboodle Financial Services Ltd

Sutton Coldfield, B75 5BT

Harvest Asset Management Ltd

Sutton Coldfield, B76 1WF

SMQ SERVICES LIMITED

Sutton Coldfield, B72 1RJ

Central Financial Services (UK) Ltd

Sutton Coldfield, B73 6NZ

Is this your profile?

Claim your profile to activate a VerifiedAdvisers AI receptionist with a dedicated phone number and routed client enquiries.

Claim Profile

✓ Dedicated AI receptionist number

✓ Routed client enquiries

✓ Profile verification and review tools

ℹ️ Public Records: This profile has been generated from official public records. The adviser has not yet claimed or verified these details.