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.

  • David Robert Britch

    IRN DRB01130

    • (1726)CF4 Partner (AR) (31 Oct 2004 to 23 Apr 2007)
  • David Robert Davidson

    IRN DRD01035

    • (129)CF4 Partner (AR) (8 Dec 2004 to 26 Sep 2016)
    • (130)CF1 Director (AR) (31 Oct 2004 to 8 Dec 2004)
  • David Robert Tagg

    IRN DRT00006

    • (1833)CF30 Customer (1 Jun 2009 to 31 Oct 2012)
  • David Robin Knight

    IRN DRK01026

    • (367)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (368)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • David Samuels

    IRN DXS02127

    • (1567)CF1 Director (AR) (21 Dec 2010 to 9 Apr 2013)
  • David Snape

    IRN DXS01597

    • (1857)CF1 Director (13 Jun 2003 to 1 Apr 2004)
  • David Stanley Archbold

    IRN DSA01024

    • (1328)CF1 Director (AR) (14 Jan 2005 to 24 Apr 2015)
  • David Stephen Wilmot

    IRN DSW01102

    • (147)CF30 Customer (11 Oct 2011 to 28 May 2013)
    • (148)CF1 Director (AR) (11 Oct 2011 to 28 May 2013)
  • David Stewart

    IRN DXS01423

    • (1987)Director of firm who is not a certification employee or a SMF manager (1 May 2025 to 19 Jan 2026)
  • David Stewart Liddle

    IRN DSL00003

    • (2837)CF1 Director (AR) (25 Jun 2007 to 3 Jul 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 Mortages

  2. trading name added: Personal Touch Medical

  3. trading name added: Personal Touch Insure

  4. permission removed: CBTL Effective Date

  5. permission removed: CBTL Status

  6. controlled function added: (1186)SMF9 Chair of the Governing Body

  7. controlled function added: (1185)SMF18 Other Overall Responsibility

  8. controlled function added: (1184)Responsible for Insurance Distribution

  9. controlled function added: (1183)Responsibility for MCD Intermediation

  10. controlled function added: (1182)SMF2 Chief Finance