Personal Touch Financial Services Limited
Addresses
The contact details this firm has registered with the FCA.
Principal Place of Business
3700Birmingham Business ParkBirminghamWest MidlandsB37 7YTUNITED KINGDOM- Phone
- +443303030237
Complaints Contact
3700Birmingham Business ParkBirminghamWest 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.
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
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
Credit Brokering
Debt Advice
Equity Release Setup
For Customer, Home reversion plans
Mortgage Setup
For Customer, Regulated mortgage contract
Investment Setup
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
Credit Score Services
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
- Duncan Lee Astley
IRN DLA01036
- (623)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (624)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (625)CF1 Director (AR) (since 18 Jun 2013)
- Duncan Lindsey Arrowsmith
IRN DXA00052
- (2913)CF4 Partner (AR) (31 Oct 2005 to 26 Mar 2008)
- (2914)CF1 Director (AR) (31 Oct 2004 to 3 Feb 2011)
- Duncan Schofield
IRN DXS00239
- (2424)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Mar 2023)
- Eamon King
IRN EXK00123
- (2227)Appointed representative dealing with clients for which they require qualification (5 Sep 2022 to 22 Dec 2022)
- Eamonn Reilly
IRN EFR00003
- (3043)CF30 Customer (14 Jun 2011 to 31 Oct 2012)
- (3044)CF1 Director (AR) (31 Oct 2004 to 26 Feb 2013)
- Edmund William Burgess
IRN EWB00004
- (2592)CF1 Director (AR) (19 Apr 2005 to 7 Apr 2014)
- Edward Alasdair Wilding
IRN EXW01199
- (1171)CF4 Partner (AR) (9 Aug 2010 to 26 Aug 2011)
- Edward Batty
IRN EXB00093
- (186)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (187)Appointed representative dealing with clients for which they require qualification (since 9 Oct 2020)
- Edward Berge Papazian
IRN EXP00011
- (3253)CF1 Director (AR) (14 Dec 2012 to 22 Dec 2014)
- (3251)CF30 Customer (1 Nov 2007 to 22 Dec 2014)
- (3252)CF22 Investment Adviser (Trainee) (17 Jan 2007 to 31 Oct 2007)
- Edward David Holmes
IRN EDH01017
- (676)CF2 Non Executive Director (AR) (14 Nov 2008 to 6 Feb 2009)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
- Mark Lawrence Estate Agents Ltd(no longer appointed)
FRN 525269 · Appointed 4 Jun 2010 · Until 17 Aug 2022
- Bourne Estate Agents Limited(no longer appointed)
FRN 524233 · Appointed 4 Jun 2010 · Until 13 Oct 2022
- Mollan & Co Accountants Ltd(no longer appointed)
FRN 525108 · Appointed 2 Jun 2010 · Until 7 Aug 2013
- Robards Financial Services(no longer appointed)
FRN 501265 · Appointed 2 Jun 2010 · Until 13 Oct 2022
Recent activity
Updates to this firm's record on the FCA register.
trading name added: FS Box
trading name added: Financial Services Toolbox
trading name added: Capital Assure
trading name added: B&C Box
trading name added: ASU Box
trading name added: Personal Touch Insurance Services Limited
trading name added: Personal Touch Financial Services Ltd
trading name added: Personal Touch Insurance
trading name added: Personal Touch Hub
trading name added: Personal Touch Finance Equity Release