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.

  • 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.

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