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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Adetokunbo Aderemi Bello
IRN AXB00035
- (663)CF1 Director (AR) (28 Feb 2005 to 14 Nov 2008)
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Adrian Berry
IRN AXB48036
- (1342)CF1 Director (AR) (27 Mar 2020 to 31 Mar 2022)
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Adrian Douglas Muttitt
IRN ADM01266
- (606)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (607)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (608)CF1 Director (AR) (since 9 Apr 2014)
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Adrian James Arbour
IRN AJA01180
- (634)CF4 Partner (AR) (17 Jul 2008 to 30 Sep 2008)
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Adrian John Hill
IRN AJH00073
- (3271)CF1 Director (AR) (5 Jan 2012 to 31 Jan 2020)
- (3270)CF30 Customer (5 Jan 2012 to 31 Dec 2012)
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Adrian Lewis Game
IRN ALG01035
- (1514)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Nov 2022)
- (1515)CF1 Director (AR) (5 Apr 2018 to 14 Mar 2023)
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Adrian Michael Howe
IRN AMH00040
- (55)CF30 Customer (28 Nov 2011 to 30 Sep 2013)
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Adrian Robert Tallon
IRN ART00018
- (1000)CF1 Director (AR) (18 Jun 2009 to 1 Apr 2011)
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Adrian Wayne Wilkins
IRN AWW00013
- (420)CF30 Customer (1 Nov 2007 to 17 Oct 2008)
- (421)CF22 Investment Adviser (Trainee) (16 Nov 2006 to 31 Oct 2007)
- (422)CF1 Director (AR) (13 Oct 2006 to 15 May 2009)
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Aftab Baig
IRN AXB00416
- (557)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (558)Appointed representative dealing with clients for which they require qualification (since 10 Nov 2020)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Central Mortgage Directory Ltd (no longer appointed)
FRN 489620 · Appointed 2 Oct 2008 · Until 3 Feb 2010
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Fernside Financial Services Ltd (no longer appointed)
FRN 489539 · Appointed 1 Oct 2008 · Until 5 Jun 2009
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Peter J Fahey Associates (no longer appointed)
FRN 489447 · Appointed 29 Sep 2008 · Until 26 Aug 2016
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Vanessa Bright Mortgage & Finance (no longer appointed)
FRN 467280 · Appointed 25 Sep 2008 · Until 10 Feb 2009
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Alasdair McPhee Financial Services (no longer appointed)
FRN 489355 · Appointed 25 Sep 2008 · Until 6 Aug 2013
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Altogether Financial Solutions Ltd (no longer appointed)
FRN 489352 · Appointed 25 Sep 2008 · Until 4 Sep 2017
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