Personal Touch Financial Services Limited
Addresses
The contact details this firm has registered with the FCA.
-
Principal Place of Business
3700Birmingham Business ParkParksideBirminghamWest MidlandsB37 7YTUNITED KINGDOM- Phone
- +443303030237
-
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.
-
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 Hide limitations
- · 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 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.
-
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 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.
-
Lukasz Sasim
IRN LXS00023
- (19)CF1 Director (AR) (since 13 Oct 2020)
-
Lukasz Szymon Tomczyk
IRN LXT90471
- (3016)Appointed representative dealing with clients for which they require qualification (5 Jul 2021 to 30 May 2022)
- (3017)CF1 Director (AR) (5 Aug 2020 to 28 May 2022)
-
Luke Andrew Stevens
IRN LXS24953
- (13)CF1 Director (AR) (since 3 Apr 2023)
-
Luke Roberts
IRN LXS00128
- (3102)Appointed representative dealing with clients for which they require qualification (26 May 2020 to 23 May 2025)
-
Lyn Julie Perrett
IRN LXP00030
- (3276)CF21 Investment Adviser (1 Dec 2001 to 30 Apr 2003)
-
Lyndsey Hodgson
IRN LXH73384
- (258)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (259)Appointed representative dealing with clients for which they require qualification (since 2 Oct 2020)
-
Lyndsey Rounsfell
IRN LXR01222
- (725)CF4 Partner (AR) (19 Sep 2007 to 28 Feb 2011)
-
Lynn Clifford Workman
IRN LCW00009
- (359)CF30 Customer (23 Mar 2010 to 23 Dec 2010)
-
Lynne Gertrude Sample
IRN LGM01014
- (1556)CF1 Director (AR) (2 Apr 2009 to 19 Apr 2013)
- (1554)CF30 Customer (2 Apr 2009 to 21 Jan 2010)
- (1555)CF2 Non Executive Director (AR) (23 Oct 2008 to 19 Apr 2013)
-
Lynzi Harrison
IRN LXH01632
- (1181)SMF10 Chair of the Risk Committee (since 30 Apr 2026)
- (1180)SMF11 Chair of the Audit Committee (since 29 Apr 2024)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
-
More Than Money Limited
FRN 616062 · Appointed 2 Mar 2023
-
Clayton Hulme Corporate Limited
FRN 991306 · Appointed 6 Feb 2023
-
PROWSE FINANCIAL SERVICES LTD
FRN 936250 · Appointed 9 Dec 2022
-
MakeMyMortgage Ltd
FRN 815165 · Appointed 9 Dec 2022
-
Go Mortgage Financial Services Ltd
FRN 988210 · Appointed 2 Dec 2022
-
Phoenix Life and Mortgages Limited
FRN 986563 · Appointed 3 Nov 2022
-
Adaptive Mortgage & Protection Solutions Ltd
FRN 986533 · Appointed 3 Nov 2022
-
Meet Margo Ltd
FRN 985789 · Appointed 21 Oct 2022
-
Kudos Mortgage Solutions Limited
FRN 985588 · Appointed 19 Oct 2022
-
MV1 Mortgages Ltd
FRN 984882 · Appointed 7 Oct 2022
Recent activity
Updates to this firm's record on the FCA register.
-
trading name added: Personal Touch Finance
-
trading name added: Personal Touch Directly Authorised
-
trading name added: Mortgage Box
-
trading name added: Life Box
-
trading name added: GI Box
-
trading name added: FS Toolbox
-
trading name added: The Loan Supermarket
-
trading name added: The Life Insurance Supermarket
-
trading name added: PMI Box
-
trading name added: PI Box