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.

  • Linda Elizabeth Parkinson

    IRN LEP00010

    • (2000)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 May 2026)
  • Linda Irene Casey

    IRN LIC01003

    • (33)CF4 Partner (AR) (31 Oct 2004 to 2 Mar 2010)
  • Linda Jane Wilkinson

    IRN LJW00014

    • (3201)CF1 Director (AR) (31 Jul 2008 to 26 Mar 2013)
    • (3200)CF30 Customer (31 Jul 2008 to 19 Oct 2010)
  • Linda Joy Allen

    IRN LXA01124

    • (1276)CF1 Director (AR) (31 Oct 2004 to 21 Aug 2007)
  • Linda Margaret Archbold

    IRN LMA01019

    • (107)CF1 Director (AR) (14 Jan 2005 to 24 Apr 2015)
  • Linda Peart

    IRN LXP01207

    • (1498)CF2 Non Executive Director (AR) (5 Apr 2011 to 22 Jun 2011)
    • (1499)CF1 Director (AR) (31 Oct 2004 to 5 Apr 2011)
  • Lindsay Colledge

    IRN LIC01006

    • (1596)CF30 Customer (23 Dec 2008 to 24 Jun 2013)
  • Lisa Anne Vaughan

    IRN LAV01004

    • (3210)CF4 Partner (AR) (17 Oct 2007 to 10 Feb 2009)
  • Lisa Emily Howard

    IRN LEH01037

    • (1359)CF4 Partner (AR) (21 Aug 2008 to 31 Dec 2013)
  • Lisa Gina Bromilow

    IRN LGB01013

    • (2848)CF1 Director (AR) (21 Dec 2009 to 18 Feb 2013)

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