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.

  • Louise Jane Edwards

    IRN LJE01025

    • (1052)CF2 Non Executive Director (AR) (22 Mar 2005 to 30 Jul 2007)
  • Louise Jane Norton

    IRN LJN01029

    • (687)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (688)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (689)CF1 Director (AR) (since 26 Jan 2007)
  • Louise McDaid

    IRN LXM00141

    • (196)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (197)Appointed representative dealing with clients for which they require qualification (since 16 Jul 2020)
  • Louise Pulford

    IRN LXH01583

    • (37)CF1 Director (AR) (since 6 Nov 2015)
  • Louise Virginia Clamp

    IRN LVC00003

    • (2769)CF1 Director (AR) (3 Mar 2010 to 18 Sep 2015)
  • Louise-Anne Williams-Nixon

    IRN LXW01495

    • (1536)CF1 Director (AR) (13 Feb 2018 to 9 Apr 2021)
  • Lucinda Davies

    IRN LXD00451

    • (2174)Appointed representative dealing with clients for which they require qualification (16 Sep 2025 to 17 Apr 2026)
  • Lucinda Johnson

    IRN LXJ00088

    • (2297)Appointed representative dealing with clients for which they require qualification (28 Apr 2021 to 30 Jan 2022)
  • Lucinda Nurse

    IRN LXN00026

    • (2371)Appointed representative dealing with clients for which they require qualification (27 Apr 2020 to 4 Oct 2020)
  • Lucy Jayne Snowden

    IRN LJS01092

    • (1180)CF1 Director (AR) (31 Oct 2004 to 15 Feb 2010)

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