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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John Charles Pratt
IRN JXP00025
- (585)CF1 Director (AR) (2 Nov 2007 to 8 Sep 2011)
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John Christopher Bradon
IRN JCB00054
- (3110)CF1 Director (AR) (31 Jan 2007 to 30 Jul 2010)
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John Christopher Grimes
IRN JCG01095
- (1226)CF1 Director (AR) (20 Jan 2005 to 9 Jun 2005)
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John Christopher Stevenson
IRN JCS01132
- (341)CF4 Partner (AR) (12 Feb 2008 to 12 Feb 2009)
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John Coyle
IRN JXC01633
- (556)CF4 Partner (AR) (31 Oct 2004 to 5 Jul 2007)
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John Darren Ould
IRN JDO01030
- (695)CF1 Director (AR) (2 Jun 2008 to 19 Feb 2009)
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John Darren Taylor
IRN DXT01270
- (3078)CF1 Director (AR) (11 Nov 2009 to 6 Aug 2010)
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John Derek Washington
IRN JDW00003
- (3048)CF30 Customer (1 Nov 2007 to 27 Nov 2015)
- (3050)CF7 Sole Trader (AR) (7 Sep 2004 to 31 Jan 2007)
- (3049)CF22 Investment Adviser (Trainee) (7 Sep 2004 to 31 Oct 2007)
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John Edmund Murphy
IRN JEM00030
- (910)21. Advising or arranging (bringing about) equity release transactions
- (911)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (912)CF4 Partner (AR) (since 2 Apr 2025)
- (914)CF1 Director (AR) (since 2 Oct 2023)
- (913)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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John Edward Brandwood
IRN JEB01189
- (1095)CF4 Partner (AR) (18 Jan 2005 to 25 Aug 2006)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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MW Financial Consultancy Ltd (no longer appointed)
FRN 950630 · Appointed 7 May 2021 · Until 1 Mar 2022
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Landscape Mortgage Services Ltd (no longer appointed)
FRN 948108 · Appointed 28 Mar 2021 · Until 1 Sep 2022
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Expander Financial Services Ltd (no longer appointed)
FRN 942104 · Appointed 30 Dec 2020 · Until 29 Mar 2021
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Swansea Mortgage Brokers Ltd (no longer appointed)
FRN 937319 · Appointed 28 Oct 2020 · Until 6 Feb 2023
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