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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Jayant Jagatkant
IRN JXJ00146
- (2493)Appointed representative dealing with clients for which they require qualification (25 May 2021 to 15 Mar 2022)
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Jayne Langdale
IRN JXL01537
- (1143)CF2 Non Executive Director (AR) (12 Feb 2009 to 16 Apr 2010)
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Jayne Nightingale
IRN JXN01268
- (1386)CF1 Director (AR) (14 Nov 2007 to 31 Jul 2009)
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Jean Catherine Carpenter
IRN JCC00012
- (1455)CF4 Partner (AR) (10 Dec 2010 to 30 Apr 2020)
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Jean Ethel Campbell
IRN JEC01216
- (833)CF1 Director (AR) (26 Jul 2007 to 31 Oct 2017)
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Jean Maragret Fox
IRN JMF01117
- (1131)CF4 Partner (AR) (22 Mar 2005 to 31 May 2019)
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Jean Stokes
IRN JXS02495
- (1225)CF4 Partner (AR) (13 May 2010 to 28 Feb 2013)
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Jeanette Anne Nicholls
IRN JAN01071
- (1296)CF1 Director (AR) (21 Jul 2017 to 7 Jan 2019)
- (1295)CF2 Non Executive Director (AR) (10 Oct 2008 to 28 Oct 2012)
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Jeanette Brunton
IRN JXS00270
- (109)CF1 Director (AR) (10 Mar 2009 to 5 Nov 2009)
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Jeanette Mouncher
IRN JXW01984
- (622)CF4 Partner (AR) (28 Jul 2008 to 26 Nov 2008)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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DN Financial Solution Ltd (no longer appointed)
FRN 916546 · Appointed 8 Nov 2019 · Until 21 Jul 2020
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The Mortgage Company Oxfordshire Ltd (no longer appointed)
FRN 533833 · Appointed 29 Oct 2019 · Until 4 Nov 2019
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Berkeley Finance Limited (no longer appointed)
FRN 841055 · Appointed 28 Oct 2019 · Until 28 Nov 2019
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Blackmore & Co Financial Services Ltd (no longer appointed)
FRN 915626 · Appointed 23 Oct 2019 · Until 30 Aug 2020
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KTP Mortgage and Protection Ltd (no longer appointed)
FRN 914391 · Appointed 2 Oct 2019 · Until 3 Dec 2019
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