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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Kevin Paul Buckland
IRN KPB00014
- (295)CF30 Customer (1 Nov 2007 to 8 Oct 2010)
- (297)CF21 Investment Adviser (16 Mar 2006 to 31 Oct 2007)
- (298)CF1 Director (AR) (31 Oct 2004 to 8 Oct 2010)
- (296)CF22 Investment Adviser (Trainee) (28 Oct 2004 to 16 Mar 2006)
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Kevin Paul Smith
IRN KPS00005
- (528)CF30 Customer (5 Mar 2010 to 2 Sep 2011)
- (529)CF22 Investment Adviser (Trainee) (13 Sep 2007 to 31 Oct 2007)
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Kevin Richard Paterson
IRN KRP00023
- (3335)CF1 Director (AR) (18 Oct 2022 to 14 Nov 2022)
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Kevin Stewart Barker
IRN KSB01027
- (467)CF1 Director (AR) (31 Oct 2004 to 11 Jun 2010)
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Kevin Wood
IRN KXW00079
- (2032)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Feb 2021)
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Khushtaj Kumar Klare
IRN KKK01010
- (920)CF1 Director (AR) (10 Jul 2006 to 22 Mar 2011)
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Kim Bogunovic
IRN KXB46437
- (2713)Appointed representative dealing with clients for which they require qualification (24 Mar 2020 to 12 Sep 2022)
- (2714)CF1 Director (AR) (19 Mar 2020 to 12 Sep 2022)
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Kim Gilbert
IRN KXW01363
- (108)CF1 Director (AR) (25 Jul 2008 to 29 Jun 2009)
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Kim Lisa Tomkins
IRN KLT01018
- (3297)CF1 Director (AR) (13 Oct 2006 to 2 Feb 2009)
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Kiran Kaur Singh
IRN KXS00180
- (508)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (509)Appointed representative dealing with clients for which they require qualification (since 13 Aug 2025)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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JLG Financial Services Limited
FRN 820096 · Appointed 3 Sep 2018
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John McComiskey
FRN 813721 · Appointed 12 Jul 2018
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Paul Pearce
FRN 810796 · Appointed 5 Jun 2018
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GRN Financial Services Limited
FRN 809108 · Appointed 15 May 2018
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The Mortgage Avenue Ltd
FRN 805070 · Appointed 26 Mar 2018
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Michelle Devine Mortgages Ltd
FRN 804482 · Appointed 19 Mar 2018
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Yvonne Cook
FRN 799607 · Appointed 25 Jan 2018
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House of Mortgages Ltd
FRN 798428 · Appointed 11 Jan 2018
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Evergreen Mortgages (Mansfield) Ltd
FRN 798070 · Appointed 8 Jan 2018
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Village Financial Solutions Ltd
FRN 796019 · Appointed 7 Dec 2017
Recent activity
Updates to this firm's record on the FCA register.
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trading name added: FS Box
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trading name added: Financial Services Toolbox
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trading name added: Capital Assure
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trading name added: B&C Box
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trading name added: ASU Box
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trading name added: Personal Touch Insurance Services Limited
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trading name added: Personal Touch Financial Services Ltd
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trading name added: Personal Touch Insurance
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trading name added: Personal Touch Hub
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trading name added: Personal Touch Finance Equity Release