Personal Touch Financial Services Limited
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
3700Birmingham Business ParkParksideBirminghamWest MidlandsB37 7YTUNITED KINGDOM- Phone
- +443303030237
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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.
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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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Buy-to-Let Start Date
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Buy-to-Let Status
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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 Commercial, Retail (Non-Investment Insurance), 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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Andrew John Parkinson
IRN AJP00061
- (2539)CF22 Investment Adviser (Trainee) (7 Jun 2006 to 31 May 2007)
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Andrew John Pringle
IRN AXP00952
- (2195)[FCA CF] Significant management (27 Feb 2024 to 23 May 2025)
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Andrew John Rowden
IRN AJR01246
- (3045)CF1 Director (AR) (31 Oct 2004 to 14 Dec 2009)
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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)
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Andrew Jones Walker
IRN AJW01336
- (1888)CF4 Partner (AR) (6 Jan 2009 to 31 Dec 2012)
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Andrew Kevin Mannion
IRN AKM01082
- (1415)CF4 Partner (AR) (2 Dec 2010 to 10 Jun 2013)
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Andrew Lee Fogg
IRN ALF00002
- (580)CF1 Director (AR) (5 May 2009 to 23 Mar 2010)
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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)
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Andrew Leslie Greenwood
IRN ALG01027
- (299)CF1 Director (AR) (12 Dec 2005 to 30 Jan 2009)
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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.
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OPIS Financial Services LLP (no longer appointed)
FRN 503154 · Appointed 2 Jul 2009 · Until 21 Sep 2010
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Vickers Estate Agents Ltd (no longer appointed)
FRN 503163 · Appointed 2 Jul 2009 · Until 3 Feb 2021
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Gateway Financial Consulting Ltd (no longer appointed)
FRN 503065 · Appointed 1 Jul 2009 · Until 22 Sep 2011
Recent activity
Updates to this firm's record on the FCA register.
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trading name added: Personal Touch Finance
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trading name added: Personal Touch Directly Authorised
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trading name added: Mortgage Box
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trading name added: Life Box
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trading name added: GI Box
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trading name added: FS Toolbox
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trading name added: The Loan Supermarket
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trading name added: The Life Insurance Supermarket
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trading name added: PMI Box
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trading name added: PI Box