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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Christopher Edward Hogg
IRN CEH00022
- (288)CF1 Director (AR) (19 Apr 2007 to 26 Aug 2008)
- (287)CF22 Investment Adviser (Trainee) (2 Feb 2006 to 18 Sep 2006)
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Christopher Edward Smith
IRN CXS00705
- (403)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (404)Appointed representative dealing with clients for which they require qualification (since 14 Oct 2024)
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Christopher Francis Orr
IRN FCO00002
- (1383)CF30 Customer (18 Aug 2009 to 28 Oct 2012)
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Christopher Galanty
IRN CXG01396
- (772)CF1 Director (AR) (26 Jun 2007 to 22 Nov 2011)
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Christopher Graham Frost
IRN CGF00005
- (228)CF1 Director (AR) (20 Apr 2009 to 9 Mar 2012)
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Christopher Harvey
IRN CXH00057
- (1881)CF30 Customer (1 Nov 2007 to 5 Jun 2008)
- (1882)CF22 Investment Adviser (Trainee) (30 Aug 2006 to 31 Oct 2007)
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Christopher Heslop
IRN CXH00048
- (3131)CF30 Customer (1 Nov 2007 to 8 Jun 2008)
- (3132)CF22 Investment Adviser (Trainee) (26 Oct 2007 to 31 Oct 2007)
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Christopher Hooley
IRN CXH00060
- (1848)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 May 2020)
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Christopher Jagger
IRN CXJ01204
- (1592)CF1 Director (AR) (16 Jul 2009 to 4 Mar 2010)
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Christopher James Hall
IRN CJH01316
- (2712)CF1 Director (AR) (12 Nov 2008 to 5 Dec 2013)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Switch Financial Services Ltd (no longer appointed)
FRN 520978 · Appointed 23 Mar 2010 · Until 22 Mar 2013
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Brystone Financial Services (no longer appointed)
FRN 520263 · Appointed 15 Mar 2010 · Until 1 Apr 2013
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Northwoods (Tamworth) Ltd (no longer appointed)
FRN 520269 · Appointed 15 Mar 2010 · Until 7 Aug 2013
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Locations Estate Agents Ltd (no longer appointed)
FRN 520267 · Appointed 15 Mar 2010 · Until 9 Jun 2016
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