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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Julia Anne Blakiston
IRN JAW01273
- (1656)CF1 Director (AR) (25 Jun 2007 to 22 Feb 2008)
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Julia Brown
IRN JXB02336
- (2626)CF1 Director (AR) (27 Mar 2007 to 28 Feb 2013)
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Julia Catherine Jones
IRN JCJ01032
- (953)CF2 Non Executive Director (AR) (10 Mar 2011 to 31 Oct 2012)
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Julia Fiona Seaman
IRN JXS01156
- (16)CF1 Director (AR) (since 22 Nov 2022)
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Julia Herdman
IRN JXH01953
- (3355)CF28 Systems and controls (1 Nov 2007 to 3 Jun 2011)
- (3356)CF13 Finance (1 Aug 2005 to 31 Oct 2007)
- (3357)CF1 Director (1 Aug 2005 to 3 Jun 2011)
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Julia Mary Elizabeth Webster
IRN JMW01200
- (3376)CF1 Director (AR) (31 Oct 2004 to 4 Oct 2005)
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Julia Pamela Bowater
IRN JPB01196
- (1154)CF1 Director (AR) (25 Nov 2004 to 19 Apr 2007)
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Julian David Hayter Saunders
IRN JDS01169
- (1512)CF1 Director (AR) (31 Oct 2004 to 17 Mar 2005)
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Julian Frost
IRN JXF01504
- (826)CF4 Partner (AR) (20 Jun 2007 to 25 Apr 2008)
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Julian John Baker
IRN JJB01142
- (1737)CF4 Partner (AR) (31 Oct 2004 to 7 Nov 2012)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Windsor Hill Mortgages Ltd (no longer appointed)
FRN 923475 · Appointed 7 Mar 2022 · Until 15 Nov 2023
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Finest Mortgage Solutions Ltd (no longer appointed)
FRN 966922 · Appointed 6 Jan 2022 · Until 28 Feb 2022
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Corinthian Mortgage Solutions Ltd (no longer appointed)
FRN 816596 · Appointed 7 Nov 2021 · Until 5 Jul 2024
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Batcombe Mortgage Services Ltd (no longer appointed)
FRN 802585 · Appointed 7 Nov 2021 · Until 16 Mar 2026
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Colossus Financial Solutions Ltd (no longer appointed)
FRN 918586 · Appointed 13 Oct 2021 · Until 18 May 2022
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Rising Star Financial Services Ltd (no longer appointed)
FRN 924601 · Appointed 30 Sep 2021 · Until 12 Oct 2021
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