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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David Robert Britch
IRN DRB01130
- (1726)CF4 Partner (AR) (31 Oct 2004 to 23 Apr 2007)
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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)
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David Robert Tagg
IRN DRT00006
- (1833)CF30 Customer (1 Jun 2009 to 31 Oct 2012)
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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)
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David Samuels
IRN DXS02127
- (1567)CF1 Director (AR) (21 Dec 2010 to 9 Apr 2013)
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David Snape
IRN DXS01597
- (1857)CF1 Director (13 Jun 2003 to 1 Apr 2004)
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David Stanley Archbold
IRN DSA01024
- (1328)CF1 Director (AR) (14 Jan 2005 to 24 Apr 2015)
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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)
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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)
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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.
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James Alexander Rennicks (no longer appointed)
FRN 470022 · Appointed 23 Aug 2011 · Until 8 Aug 2013
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Dick Bird Consulting Ltd (no longer appointed)
FRN 562670 · Appointed 19 Aug 2011 · Until 23 Aug 2013
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