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.

  • Alan James Ian Whiteman

    IRN AJW01346

    • CF4 Partner (AR) (27 Jan 2009 to 7 May 2010)
  • Alan James Newell

    IRN AJN01058

    • CF30 Customer (17 May 2010 to 31 Oct 2012)
  • Alan Jesson

    IRN AXJ00218

    • Appointed representative dealing with clients for which they require qualification (6 May 2021 to 12 Sep 2022)
  • Alan John Hemsworth

    IRN AJH00067

    • CF1 Director (AR) (4 Nov 2004 to 10 Jun 2005)
  • Alan John Stoneham Hall

    IRN AJH01439

    • CF1 Director (AR) (31 Oct 2004 to 5 Dec 2013)
  • Alan Joseph Smith

    IRN AJS00024

    • CF4 Partner (AR) (31 Oct 2004 to 8 Jun 2007)
  • Alan Karlson

    IRN AJK01110

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 27 Oct 2021)
  • Alan MacGregor Mackie

    IRN AMM01149

    • CF2 Non Executive Director (AR) (18 Jun 2009 to 18 Feb 2011)
  • Alan Mark Salter

    IRN AMS01214

    • CF30 Customer (1 Jun 2011 to 5 Dec 2011)
  • Alan Michael Millward

    IRN AMM01202

    • CF30 Customer (1 Nov 2007 to 5 Dec 2007)
    • CF22 Investment Adviser (Trainee) (7 Jun 2006 to 31 Oct 2007)
    • CF1 Director (AR) (7 Jun 2006 to 24 Jun 2011)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Barry Williams (no longer appointed)

    FRN 531426 · Appointed 10 Sep 2010 · Until 28 Feb 2013

  • Aspire Mortgage Solutions (no longer appointed)

    FRN 479697 · Appointed 10 Sep 2010 · Until 26 Aug 2011

  • Kathryn Teresa O'Malley (no longer appointed)

    FRN 531372 · Appointed 10 Sep 2010 · Until 18 Apr 2016

  • Ronald Bell (no longer appointed)

    FRN 531227 · Appointed 8 Sep 2010 · Until 16 Oct 2014

  • Alperen Yalchin (no longer appointed)

    FRN 531179 · Appointed 7 Sep 2010 · Until 8 Aug 2013

  • Barons Southern Ltd (no longer appointed)

    FRN 530467 · Appointed 24 Aug 2010 · Until 20 Sep 2016

  • Dave Mead (no longer appointed)

    FRN 529854 · Appointed 17 Aug 2010 · Until 23 Apr 2012

  • Essex Countryside Ltd (no longer appointed)

    FRN 451041 · Appointed 12 Aug 2010 · Until 7 Aug 2013

  • Holley Protect Ltd (no longer appointed)

    FRN 529502 · Appointed 12 Aug 2010 · Until 21 Oct 2013

  • LETCO Limited (no longer appointed)

    FRN 479999 · Appointed 11 Aug 2010 · Until 14 Apr 2022

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.