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.

  • Carol Ann Woodruff

    IRN CAW01146

    • (4)CF4 Partner (AR) (since 2 Nov 2007)
  • Carol Elaine Stevens

    IRN CEB01091

    • (1387)CF1 Director (AR) (4 Oct 2007 to 30 Jun 2010)
  • Carol Ivy Fiddy

    IRN CIF01014

    • (292)CF1 Director (AR) (8 Jun 2017 to 8 Jan 2019)
  • Caroline Ann Mayor

    IRN CAM01222

    • (1530)CF2 Non Executive Director (AR) (7 Sep 2011 to 2 Oct 2024)
    • (1531)CF1 Director (AR) (5 Jul 2007 to 7 Sep 2011)
  • Caroline Bird

    IRN CXB02118

    • (697)CF30 Customer (19 Apr 2013 to 8 Dec 2019)
  • Caroline Henderson

    IRN CXH01662

    • (460)CF4 Partner (AR) (6 Jan 2009 to 31 Dec 2012)
  • Caroline Jean Maguire

    IRN CJM01270

    • (1777)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Feb 2020)
  • Caroline Laura Henry

    IRN CLH01090

    • (2704)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jan 2024)
    • (2705)CF1 Director (AR) (14 Nov 2007 to 31 Jan 2024)
  • Caroline Laurenti

    IRN CXL01254

    • (144)CF1 Director (AR) (31 Oct 2004 to 31 Jul 2008)
  • Caroline McCulloch

    IRN CXM02728

    • (572)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (573)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (574)CF1 Director (AR) (since 18 Aug 2017)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Norman Alan Heeks (no longer appointed)

    FRN 411316 · Appointed 20 Jan 2010 · Until 30 Nov 2012

  • Jayne Louise Riley (no longer appointed)

    FRN 516478 · Appointed 19 Jan 2010 · Until 26 Mar 2013

  • James Hyland (no longer appointed)

    FRN 516362 · Appointed 15 Jan 2010 · Until 24 Mar 2010

  • Eddie Murphy Financial Services Ltd (no longer appointed)

    FRN 516378 · Appointed 15 Jan 2010 · Until 13 Sep 2024

  • John Constant (no longer appointed)

    FRN 516364 · Appointed 15 Jan 2010 · Until 26 Mar 2010

  • Hipsco Ltd (no longer appointed)

    FRN 516390 · Appointed 15 Jan 2010 · Until 22 Sep 2016

  • Enzo Tozza (no longer appointed)

    FRN 464544 · Appointed 14 Jan 2010 · Until 31 Mar 2011

  • Rachael Louise Setford (no longer appointed)

    FRN 516225 · Appointed 14 Jan 2010 · Until 13 Jul 2010

  • Paul Davies (no longer appointed)

    FRN 516170 · Appointed 13 Jan 2010 · Until 23 Sep 2016

  • NBS Mortgage Solutions Ltd (no longer appointed)

    FRN 516050 · Appointed 11 Jan 2010 · Until 26 Nov 2012

Recent activity

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

  1. trading name added: FS Box

  2. trading name added: Financial Services Toolbox

  3. trading name added: Capital Assure

  4. trading name added: B&C Box

  5. trading name added: ASU Box

  6. trading name added: Personal Touch Insurance Services Limited

  7. trading name added: Personal Touch Financial Services Ltd

  8. trading name added: Personal Touch Insurance

  9. trading name added: Personal Touch Hub

  10. trading name added: Personal Touch Finance Equity Release