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 Charles Barkley
IRN DXB00161
- (104)CF1 Director (AR) (31 Oct 2004 to 5 Jul 2010)
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David Charles Kendall
IRN DCK01015
- (1649)CF1 Director (AR) (19 Apr 2007 to 18 Feb 2013)
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David Charles Orrey
IRN DCO01025
- (959)CF1 Director (AR) (20 Apr 2009 to 3 Dec 2009)
- (958)CF4 Partner (AR) (25 Jan 2006 to 15 Sep 2009)
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David Christopher Johnson
IRN DCJ01041
- (2736)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Feb 2020)
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David Clive Morrell
IRN DCM01131
- (29)CF1 Director (AR) (since 8 Feb 2005)
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David Colin Murden
IRN DCM00022
- (2071)CF30 Customer (11 Jan 2012 to 26 Feb 2016)
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David Cormack
IRN DXC00110
- (945)CF1 Director (AR) (8 Sep 2009 to 30 Dec 2013)
- (944)CF30 Customer (8 Sep 2009 to 11 Dec 2012)
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David Cowan
IRN DXC01695
- (1175)CF1 Director (AR) (18 Apr 2005 to 2 Jan 2008)
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David Dick Gray
IRN DDG00001
- (612)CF1 Director (AR) (8 Oct 2008 to 5 Apr 2011)
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David Earnest Simmonite
IRN DES01066
- (1283)CF1 Director (AR) (27 Nov 2006 to 1 Feb 2008)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Alexander Ash Consulting Limited (no longer appointed)
FRN 555172 · Appointed 5 Jul 2011 · Until 28 Sep 2016
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Money Properties Limited (no longer appointed)
FRN 554480 · Appointed 28 Jun 2011 · Until 8 Aug 2013
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Power Mortgages Limited (no longer appointed)
FRN 554485 · Appointed 28 Jun 2011 · Until 28 Jun 2013
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Miura Financial Solutions Ltd (no longer appointed)
FRN 528965 · Appointed 23 Jun 2011 · Until 8 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