Personal Touch Financial Services Limited
Addresses
The contact details this firm has registered with the FCA.
-
Principal Place of Business
3700Birmingham Business ParkParksideBirminghamWest MidlandsB37 7YTUNITED KINGDOM- Phone
- +443303030237
-
Complaints Contact
3700Birmingham Business ParkParksideBirminghamWest 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
-
Buy-to-Let Start Date
-
Buy-to-Let Status
-
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 Commercial, Retail (Non-Investment Insurance), 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.
-
Christopher Edward Hogg
IRN CEH00022
- (288)CF1 Director (AR) (19 Apr 2007 to 26 Aug 2008)
- (287)CF22 Investment Adviser (Trainee) (2 Feb 2006 to 18 Sep 2006)
-
Christopher Edward Smith
IRN CXS00705
- (403)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (404)Appointed representative dealing with clients for which they require qualification (since 14 Oct 2024)
-
Christopher Francis Orr
IRN FCO00002
- (1383)CF30 Customer (18 Aug 2009 to 28 Oct 2012)
-
Christopher Galanty
IRN CXG01396
- (772)CF1 Director (AR) (26 Jun 2007 to 22 Nov 2011)
-
Christopher Graham Frost
IRN CGF00005
- (228)CF1 Director (AR) (20 Apr 2009 to 9 Mar 2012)
-
Christopher Harvey
IRN CXH00057
- (1881)CF30 Customer (1 Nov 2007 to 5 Jun 2008)
- (1882)CF22 Investment Adviser (Trainee) (30 Aug 2006 to 31 Oct 2007)
-
Christopher Heslop
IRN CXH00048
- (3131)CF30 Customer (1 Nov 2007 to 8 Jun 2008)
- (3132)CF22 Investment Adviser (Trainee) (26 Oct 2007 to 31 Oct 2007)
-
Christopher Hooley
IRN CXH00060
- (1848)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 May 2020)
-
Christopher Jagger
IRN CXJ01204
- (1592)CF1 Director (AR) (16 Jul 2009 to 4 Mar 2010)
-
Christopher James Hall
IRN CJH01316
- (2712)CF1 Director (AR) (12 Nov 2008 to 5 Dec 2013)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
-
Select Life & Mortgages Ltd (no longer appointed)
FRN 524874 · Appointed 27 May 2010 · Until 17 May 2013
-
Jeffries & Partners Limited (no longer appointed)
FRN 224739 · Appointed 24 May 2010 · Until 11 Aug 2022
-
Mortgage Managers Limited (no longer appointed)
FRN 411614 · Appointed 19 May 2010 · Until 4 Mar 2011
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