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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Gary Karl Wood
IRN GXW00257
- (2231)Appointed representative dealing with clients for which they require qualification (29 Apr 2022 to 23 Aug 2024)
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Gary Keith Cobley
IRN GKC01021
- (1685)CF30 Customer (1 Nov 2007 to 18 Nov 2016)
- (1687)CF21 Investment Adviser (22 Oct 2007 to 31 Oct 2007)
- (1688)CF7 Sole Trader (AR) (5 Oct 2005 to 31 Jan 2007)
- (1686)CF22 Investment Adviser (Trainee) (5 Oct 2005 to 22 Oct 2007)
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Gary Lindsay Pollard
IRN GLP00001
- (1918)CF1 Director (AR) (27 Feb 2008 to 31 Jan 2013)
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Gary Marney
IRN GXM01533
- (3372)CF4 Partner (AR) (14 Jan 2005 to 12 May 2009)
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Gary Michael Beckwith
IRN GMB01164
- (203)CF30 Customer (25 Mar 2011 to 1 Jun 2011)
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Gary Miles Hawley Scottorn
IRN GMS00011
- (1887)CF4 Partner (AR) (23 Mar 2011 to 30 Sep 2011)
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Gary Norman Simmons
IRN GNS01022
- (102)CF1 Director (AR) (17 Nov 2004 to 11 Jun 2010)
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Gary Pewsey
IRN GXP00015
- (138)CF30 Customer (1 Nov 2007 to 25 Apr 2008)
- (139)CF22 Investment Adviser (Trainee) (29 Sep 2005 to 31 Oct 2007)
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Gary Rodney Barton
IRN GXB00057
- (553)CF30 Customer (8 Jun 2010 to 16 Mar 2011)
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Gary Timmins
IRN GXT00043
- (486)CF4 Partner (AR) (30 Sep 2005 to 11 May 2006)
- (487)CF1 Director (AR) (31 Oct 2004 to 16 Oct 2004)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Gardiner Residential LLP (no longer appointed)
FRN 527905 · Appointed 3 Apr 2014 · Until 22 Jan 2019
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Home Estate Agents (Urmston) Ltd (no longer appointed)
FRN 620237 · Appointed 2 Apr 2014 · Until 22 Sep 2016
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Tiger Property Estate & Management Ltd (no longer appointed)
FRN 593559 · Appointed 14 Mar 2014 · Until 11 May 2022
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M & S Property Services (York) Ltd (no longer appointed)
FRN 410839 · Appointed 12 Mar 2014 · Until 11 Aug 2022
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The Mortgage Point (Suffolk) Limited (no longer appointed)
FRN 617108 · Appointed 12 Mar 2014 · Until 30 Jun 2016
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Christies (Havant) Limited (no longer appointed)
FRN 616325 · Appointed 24 Feb 2014 · Until 2 Apr 2015
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