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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Davinder Singh Sandhu
IRN DSS01065
- (3114)CF30 Customer (2 Oct 2008 to 28 Oct 2012)
- (3115)CF1 Director (AR) (16 Jun 2005 to 23 Jan 2015)
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Dawn April Coe
IRN DXC00197
- (2403)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Jul 2025)
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Dawn Bromley Murphy
IRN DXM00594
- (1318)CF1 Director (AR) (21 Dec 2021 to 13 Sep 2024)
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Dawn Elizabeth Scottorn
IRN DEP01066
- (1487)CF4 Partner (AR) (23 Mar 2011 to 3 Oct 2012)
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Dean Manton
IRN DAM00033
- (1682)CF30 Customer (17 May 2010 to 21 May 2010)
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Dean Notman
IRN DXN00045
- (62)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (63)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Debbie Bowerman
IRN DXB00268
- (3169)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Nov 2023)
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Deborah Ann Jones
IRN DAJ01091
- (3248)CF1 Director (AR) (20 Apr 2012 to 19 May 2014)
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Deborah Elizabeth McKendrick
IRN DEM01051
- (498)CF4 Partner (AR) (29 Jul 2005 to 30 Sep 2006)
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Deborah June Lloyd-Smith
IRN DJC00153
- (912)CF1 Director (AR) (5 Feb 2008 to 31 Mar 2010)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Thistle Financial Planning Ltd (no longer appointed)
FRN 568972 · Appointed 16 Nov 2011 · Until 31 Dec 2012
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AAP Financial Solutions Ltd (no longer appointed)
FRN 568781 · Appointed 15 Nov 2011 · Until 27 Feb 2018
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Premier Property Mortgages (no longer appointed)
FRN 460786 · Appointed 8 Nov 2011 · Until 30 Dec 2013
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Duckworths Estate Agents Limited (no longer appointed)
FRN 568118 · Appointed 4 Nov 2011 · Until 23 Nov 2011
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MJH Financial Solutions Limited (no longer appointed)
FRN 567802 · Appointed 1 Nov 2011 · Until 31 Dec 2012
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AJN Financial Services Ltd (no longer appointed)
FRN 566954 · Appointed 20 Oct 2011 · Until 28 Jun 2013
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The Mortgage Advice Team Ltd (no longer appointed)
FRN 429731 · Appointed 20 Oct 2011 · Until 30 Apr 2013
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