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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Julie Taulke-Johnson
IRN JXT01395
- (119)CF1 Director (AR) (31 Oct 2004 to 10 Jan 2007)
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Julie Wilson
IRN JXW01531
- (1934)CF1 Director (AR) (13 May 2005 to 19 Dec 2005)
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Julie-Anne Macleod
IRN JXM02971
- (841)CF4 Partner (AR) (1 Dec 2011 to 27 Nov 2012)
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Julija Cykunova
IRN JXC00374
- (101)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (102)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Julius Hill
IRN JEH00028
- (2686)CF1 Director (AR) (18 Jun 2009 to 28 Apr 2011)
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June Caroline Miller
IRN JCM01219
- (875)CF1 Director (AR) (13 Nov 2006 to 20 Nov 2006)
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June Green
IRN JXG00187
- (99)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (100)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Justin Borrill
IRN JXB20432
- (2513)CF1 Director (AR) (17 Sep 2019 to 10 Mar 2020)
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Justin Chatfield
IRN JXC02070
- (911)CF1 Director (AR) (23 Aug 2006 to 31 Oct 2012)
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Justin Damien Allitt
IRN JDA01059
- (835)CF1 Director (AR) (16 May 2007 to 3 Feb 2011)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Martin Lunn
FRN 485211 · Appointed 24 Jun 2008
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Ellwood Mortgages
FRN 481582 · Appointed 11 Apr 2008
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Oxford Mortgage Company Limited
FRN 193387 · Appointed 6 Mar 2008
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Core Mortgages Limited
FRN 477789 · Appointed 18 Jan 2008
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Newton Manor Financial Services
FRN 187645 · Appointed 30 Oct 2007
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Hockeys Financial
FRN 225506 · Appointed 30 Oct 2007
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The Mortgage Corner (Cheshire) Ltd
FRN 192642 · Appointed 2 Oct 2007
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Professional Solutions Financial Services Ltd
FRN 473057 · Appointed 24 Sep 2007
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Peace of Mind Financial Solutions Limited
FRN 470946 · Appointed 27 Jul 2007
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Seamless Mortgages Ltd
FRN 469604 · Appointed 28 Jun 2007
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