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.

  • Malcolm Jellows

    IRN MXJ00224

    • (951)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (953)CF1 Director (AR) (since 31 Dec 2023)
    • (952)Appointed representative dealing with clients for which they require qualification (since 12 Jan 2021)
  • Mandy Anne Prince

    IRN MAF01131

    • (1579)CF1 Director (AR) (2 Sep 2009 to 14 Jul 2011)
  • Mandy Armitage

    IRN MXA37216

    • (2506)Appointed representative dealing with clients for which they require qualification (26 May 2022 to 2 Dec 2022)
  • Mandy Dawn Carruthers

    IRN MDC01136

    • (880)CF1 Director (AR) (16 Jan 2007 to 10 Mar 2009)
  • Manga Khan

    IRN MXK01509

    • (1116)CF4 Partner (AR) (31 Oct 2004 to 26 Aug 2005)
  • Manikandan Lingappan

    IRN MXL00320

    • (2280)Appointed representative dealing with clients for which they require qualification (16 Aug 2021 to 28 Jan 2024)
  • Manjit Bajwa

    IRN MXB00308

    • (2456)Appointed representative dealing with clients for which they require qualification (14 Aug 2020 to 28 Sep 2020)
  • Manjit Singh Ranu

    IRN MSR00002

    • (2970)CF1 Director (AR) (13 Mar 2012 to 5 Jan 2020)
    • (2969)CF30 Customer (13 Mar 2012 to 5 Jan 2020)
  • Manvir Nijjar

    IRN MXN00372

    • (365)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (366)Appointed representative dealing with clients for which they require qualification (since 24 May 2024)
  • Marc Barnes

    IRN MXB01657

    • (2899)CF1 Director (AR) (16 Jun 2008 to 28 May 2009)
    • (2898)CF30 Customer (16 Jun 2008 to 28 May 2009)

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