Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    3700
    Birmingham Business Park
    Parkside
    Birmingham
    West Midlands
    B37 7YT
    UNITED KINGDOM
    Phone
    +443303030237
  • Complaints Contact

    3700
    Birmingham Business Park
    Parkside
    Birmingham
    West Midlands
    B37 7YT
    UNITED 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
    • · 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

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Advice

    Show 2 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 Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Credit Score Services

    Show 1 limitation
    • · 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.

  • David Alexander Edwards

    IRN DAE00014

    • (3301)Responsibility for MCD Intermediation (29 Mar 2017 to 30 Jun 2018)
    • (3302)Responsible for Insurance Mediation (13 Mar 2017 to 30 Jun 2018)
    • (3303)CF1 Director (2 Jan 2014 to 30 Jun 2018)
  • David Allan Freeman

    IRN DAF01084

    • (708)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (709)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (710)CF1 Director (AR) (since 20 Feb 2006)
  • David Andrew Blastland

    IRN DAB00021

    • (1463)CF1 Director (AR) (1 Nov 2011 to 28 Jun 2013)
  • David Andrew Bradshaw

    IRN DAB00110

    • (105)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (106)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • David Andrew Ley

    IRN DAL00056

    • (459)CF1 Director (AR) (9 Jul 2007 to 17 Jun 2009)
  • David Andrew Mulcahy

    IRN DAM00024

    • (2906)CF30 Customer (26 Sep 2008 to 3 Oct 2008)
  • David Andrew Nightingale

    IRN DAN00003

    • (475)CF1 Director (AR) (5 Oct 2006 to 26 Sep 2016)
  • David Anthony Robins

    IRN DAR01178

    • (888)CF1 Director (AR) (7 Nov 2006 to 30 Sep 2010)
  • David Anthony Vickers

    IRN DAV00005

    • (3014)CF1 Director (AR) (31 Oct 2004 to 9 Dec 2004)
  • David Arthur Garrod

    IRN DAG01134

    • (1256)CF4 Partner (AR) (31 Oct 2004 to 29 Feb 2008)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Barry Williams (no longer appointed)

    FRN 531426 · Appointed 10 Sep 2010 · Until 28 Feb 2013

  • Aspire Mortgage Solutions (no longer appointed)

    FRN 479697 · Appointed 10 Sep 2010 · Until 26 Aug 2011

  • Kathryn Teresa O'Malley (no longer appointed)

    FRN 531372 · Appointed 10 Sep 2010 · Until 18 Apr 2016

  • Ronald Bell (no longer appointed)

    FRN 531227 · Appointed 8 Sep 2010 · Until 16 Oct 2014

  • Alperen Yalchin (no longer appointed)

    FRN 531179 · Appointed 7 Sep 2010 · Until 8 Aug 2013

  • Barons Southern Ltd (no longer appointed)

    FRN 530467 · Appointed 24 Aug 2010 · Until 20 Sep 2016

  • Dave Mead (no longer appointed)

    FRN 529854 · Appointed 17 Aug 2010 · Until 23 Apr 2012

  • Essex Countryside Ltd (no longer appointed)

    FRN 451041 · Appointed 12 Aug 2010 · Until 7 Aug 2013

  • Holley Protect Ltd (no longer appointed)

    FRN 529502 · Appointed 12 Aug 2010 · Until 21 Oct 2013

  • LETCO Limited (no longer appointed)

    FRN 479999 · Appointed 11 Aug 2010 · Until 14 Apr 2022

Recent activity

Updates to this firm's record on the FCA register.

  1. trading name added: Personal Touch Finance

  2. trading name added: Personal Touch Directly Authorised

  3. trading name added: Mortgage Box

  4. trading name added: Life Box

  5. trading name added: GI Box

  6. trading name added: FS Toolbox

  7. trading name added: The Loan Supermarket

  8. trading name added: The Life Insurance Supermarket

  9. trading name added: PMI Box

  10. trading name added: PI Box