Personal Touch Financial Services Limited
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
3700Birmingham Business ParkParksideBirminghamWest MidlandsB37 7YTUNITED KINGDOM- Phone
- +443303030237
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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.
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Buy-to-Let Mortgage Advice
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Buy-to-Let Mortgage Arranging
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Equity Release Advice
For Customer, Home reversion plans
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Investment Advice (no pensions)
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Advice
For Customer, Regulated mortgage contract
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Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
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Equity Release Arranging
For Customer, Home reversion plans
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Arranges Investments
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Arranging
For Customer, Regulated mortgage contract
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Buy-to-Let Start Date
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Buy-to-Let Status
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Credit Brokering
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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.
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Equity Release Setup
For Customer, Home reversion plans
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Mortgage Setup
For Customer, Regulated mortgage contract
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Investment Setup
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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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.
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Claire Elizabeth Coates
IRN CEC01061
- (1117)CF2 Non Executive Director (AR) (20 Jul 2010 to 18 Jan 2011)
- (1118)CF1 Director (AR) (15 Feb 2007 to 19 Jul 2010)
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Claire Huntley
IRN CXH01601
- (790)CF1 Director (AR) (11 Jul 2007 to 21 Nov 2011)
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Claire Mary Taylor
IRN CMT01071
- (855)CF1 Director (AR) (7 Mar 2007 to 22 Oct 2010)
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Claire Smith
IRN CXS01706
- (740)CF1 Director (AR) (18 Oct 2007 to 22 Aug 2011)
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Claire Towe
IRN CXT00365
- (17)CF1 Director (AR) (since 22 Nov 2022)
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Claire Wheeler
IRN CXW00147
- (2402)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Mar 2021)
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Claire Wilkinson
IRN CXW68460
- (2501)Appointed representative dealing with clients for which they require qualification (1 Sep 2023 to 14 Aug 2025)
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Clara Downton
IRN CXD00118
- (3098)Appointed representative dealing with clients for which they require qualification (18 Aug 2020 to 21 Apr 2021)
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Clare Kinson
IRN CXK01195
- (1005)CF1 Director (AR) (6 Sep 2005 to 25 Apr 2008)
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Clare Mercer
IRN CXM00757
- (1305)CF1 Director (AR) (14 Sep 2022 to 17 Oct 2022)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Two Guys Kitchens Limited (no longer appointed)
FRN 522277 · Appointed 15 Apr 2010 · Until 7 Aug 2013
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Winnard & Brown Financial Services (no longer appointed)
FRN 521445 · Appointed 30 Mar 2010 · Until 17 Jan 2013
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Blest Smith Financial Services (no longer appointed)
FRN 521293 · Appointed 29 Mar 2010 · Until 28 Feb 2014
Recent activity
Updates to this firm's record on the FCA register.
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trading name added: Personal Touch Mortages
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trading name added: Personal Touch Medical
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trading name added: Personal Touch Insure
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permission removed: CBTL Effective Date
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permission removed: CBTL Status
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controlled function added: (1186)SMF9 Chair of the Governing Body
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controlled function added: (1185)SMF18 Other Overall Responsibility
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controlled function added: (1184)Responsible for Insurance Distribution
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controlled function added: (1183)Responsibility for MCD Intermediation
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controlled function added: (1182)SMF2 Chief Finance