Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    3700
    Birmingham Business Park
    Parkside
    Birmingham
    West Midlands
    B37 7YT
    UNITED KINGDOM
    Phone
    +443303030237
  • Complaints Contact

    3700
    Birmingham Business Park
    Parkside
    Birmingham
    West Midlands
    B37 7YT
    UNITED KINGDOM
    Phone
    +441217671139

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • Equity Release Advice

    For Customer, Home reversion plans

  • Investment Advice (no pensions)

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.
  • Equity Release Arranging

    For Customer, Home reversion plans

  • Arranges Investments

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Advice

    Show 2 limitations
    • · This permission is limited to debt counselling with no debt management activity.
    • · Limited to debt counselling in connection with investment and mortgage advice.
  • Equity Release Setup

    For Customer, Home reversion plans

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Credit Score Services

    Show 1 limitation
    • · 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.

  • Glynn Fox

    IRN GXF01256

    • (1601)CF30 Customer (29 Oct 2018 to 1 Apr 2019)
    • (1602)CF4 Partner (AR) (17 Dec 2008 to 31 May 2019)
  • Gopal Krishan

    IRN GXK01604

    • (2761)CF1 Director (AR) (19 Mar 2018 to 28 May 2019)
  • Gordon Arthur Watson

    IRN GAW00025

    • (3021)CF1 Director (AR) (25 May 2010 to 4 Mar 2011)
  • Gordon Bruce Elder

    IRN GBE00003

    • (1339)CF1 Director (AR) (1 Aug 2006 to 23 Nov 2020)
  • Gordon Ernest Semple

    IRN GES00005

    • (721)CF4 Partner (AR) (31 Oct 2004 to 10 Jul 2009)
  • Gordon George Gough

    IRN GGG01014

    • (1107)CF4 Partner (AR) (31 Oct 2004 to 19 Jun 2007)
  • Gordon Ngu Achiri

    IRN GNA01012

    • (2661)CF30 Customer (9 Feb 2009 to 13 Nov 2012)
    • (2662)CF1 Director (AR) (21 Sep 2007 to 13 Apr 2016)
  • Gordon Staines

    IRN GXS01566

    • (2569)CF1 Director (AR) (19 Oct 2010 to 2 Feb 2012)
  • Grace Elizabeth Lesley Steele Riley

    IRN GXR00160

    • (2272)Appointed representative dealing with clients for which they require qualification (4 Mar 2024 to 15 Jul 2024)
  • Graeme Bingham

    IRN GXB00072

    • (2548)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Apr 2020)
    • (2549)CF1 Director (AR) (7 Mar 2017 to 17 Apr 2020)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

  1. trading name added: Personal Touch Finance

  2. trading name added: Personal Touch Directly Authorised

  3. trading name added: Mortgage Box

  4. trading name added: Life Box

  5. trading name added: GI Box

  6. trading name added: FS Toolbox

  7. trading name added: The Loan Supermarket

  8. trading name added: The Life Insurance Supermarket

  9. trading name added: PMI Box

  10. trading name added: PI Box