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.

  • Kevin Paul Buckland

    IRN KPB00014

    • (295)CF30 Customer (1 Nov 2007 to 8 Oct 2010)
    • (297)CF21 Investment Adviser (16 Mar 2006 to 31 Oct 2007)
    • (298)CF1 Director (AR) (31 Oct 2004 to 8 Oct 2010)
    • (296)CF22 Investment Adviser (Trainee) (28 Oct 2004 to 16 Mar 2006)
  • Kevin Paul Smith

    IRN KPS00005

    • (528)CF30 Customer (5 Mar 2010 to 2 Sep 2011)
    • (529)CF22 Investment Adviser (Trainee) (13 Sep 2007 to 31 Oct 2007)
  • Kevin Richard Paterson

    IRN KRP00023

    • (3335)CF1 Director (AR) (18 Oct 2022 to 14 Nov 2022)
  • Kevin Stewart Barker

    IRN KSB01027

    • (467)CF1 Director (AR) (31 Oct 2004 to 11 Jun 2010)
  • Kevin Wood

    IRN KXW00079

    • (2032)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Feb 2021)
  • Khushtaj Kumar Klare

    IRN KKK01010

    • (920)CF1 Director (AR) (10 Jul 2006 to 22 Mar 2011)
  • Kim Bogunovic

    IRN KXB46437

    • (2713)Appointed representative dealing with clients for which they require qualification (24 Mar 2020 to 12 Sep 2022)
    • (2714)CF1 Director (AR) (19 Mar 2020 to 12 Sep 2022)
  • Kim Gilbert

    IRN KXW01363

    • (108)CF1 Director (AR) (25 Jul 2008 to 29 Jun 2009)
  • Kim Lisa Tomkins

    IRN KLT01018

    • (3297)CF1 Director (AR) (13 Oct 2006 to 2 Feb 2009)
  • Kiran Kaur Singh

    IRN KXS00180

    • (508)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (509)Appointed representative dealing with clients for which they require qualification (since 13 Aug 2025)

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