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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Alfred Daniel Power
IRN ADP00022
- (1222)CF1 Director (AR) (14 Feb 2008 to 28 Nov 2008)
- (1221)CF30 Customer (14 Feb 2008 to 28 Nov 2008)
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Ali Akbar Shah
IRN AAS01153
- (3019)CF1 Director (AR) (18 Oct 2012 to 29 May 2014)
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Alireza Emamy
IRN AXE01208
- (3351)CF1 Director (6 Oct 2011 to 6 Jan 2012)
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Alison Innes
IRN AXI01133
- (815)CF1 Director (AR) (11 Jul 2007 to 28 Feb 2009)
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Alison Jane Winterburn
IRN AJW01498
- (1497)CF1 Director (AR) (27 Jun 2011 to 13 Jul 2011)
- (1496)CF4 Partner (AR) (6 May 2010 to 16 Nov 2010)
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Alison Jayne Armstrong
IRN AJA00012
- (347)CF1 Director (AR) (29 Oct 2009 to 1 Oct 2012)
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Alison Margaret Dunn
IRN AMD00034
- (123)CF1 Director (AR) (12 Aug 2005 to 31 May 2016)
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Alison Martin
IRN AXM00268
- (1813)CF30 Customer (16 Nov 2007 to 10 Feb 2009)
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Alison Mary Graham
IRN AMG01174
- (789)CF1 Director (AR) (29 Nov 2007 to 31 Mar 2010)
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Alison Valerie Clark
IRN AVC01029
- (1583)CF1 Director (AR) (21 Dec 2009 to 3 May 2011)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Low Cost Life Cover.Net (no longer appointed)
FRN 499656 · Appointed 20 Apr 2009 · Until 26 Mar 2010
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Independent Mortgage Practice (no longer appointed)
FRN 412215 · Appointed 17 Apr 2009 · Until 16 Mar 2010
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Broker's Choice Commercial Ltd (no longer appointed)
FRN 459950 · Appointed 16 Apr 2009 · Until 16 Dec 2009
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Proactive Independent Mortgage Services (no longer appointed)
FRN 499453 · Appointed 16 Apr 2009 · Until 2 Apr 2012
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Foundation Independent Financial Services (no longer appointed)
FRN 230095 · Appointed 9 Apr 2009 · Until 9 Nov 2009
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