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.

  • Antony John Frost

    IRN AJF01165

    • CF1 Director (AR) (27 Oct 2008 to 28 Apr 2011)
  • Archibald Black Marshall

    IRN ABM00016

    • CF1 Director (AR) (14 Jan 2005 to 30 Jan 2015)
  • Arlene Patel

    IRN AXP01674

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 2 Mar 2026)
  • Arron Bardoe

    IRN AXB01865

    • CF1 Director (AR) (11 Feb 2009 to 16 May 2009)
  • Asa Richard Testot

    IRN ART01106

    • CF1 Director (AR) (2 Dec 2009 to 14 Sep 2010)
  • Asha Harpreet Kaur Rana

    IRN AXR00359

    • Appointed representative dealing with clients for which they require qualification (2 Nov 2021 to 30 Jan 2024)
  • Ashley Alder

    IRN AXA01268

    • Appointed representative dealing with clients for which they require qualification (27 Sep 2024 to 1 Dec 2024)
  • Ashley Davis

    IRN AXD90716

    • CF1 Director (AR) (13 Jan 2022 to 28 Feb 2022)
  • Ashley Paul McDowell

    IRN AXM00433

    • Appointed representative dealing with clients for which they require qualification (13 Jun 2022 to 28 Apr 2023)
  • Ashley Ralph Hylton Jensen

    IRN ARJ01083

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 20 Feb 2026)
    • CF1 Director (AR) (since 19 Dec 2022)
    • Appointed representative dealing with clients for which they require qualification (16 Jan 2023 to 10 Apr 2025)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Marina Wynne (no longer appointed)

    FRN 512926 · Appointed 18 Nov 2009 · Until 1 Jun 2010

  • Gavin Hobson (no longer appointed)

    FRN 468516 · Appointed 18 Nov 2009 · Until 30 Nov 2012

  • Ian Gledhill (no longer appointed)

    FRN 512580 · Appointed 17 Nov 2009 · Until 7 Aug 2013

  • Tracey Daniel (no longer appointed)

    FRN 512566 · Appointed 17 Nov 2009 · Until 26 Aug 2011

  • Martyn Benton (no longer appointed)

    FRN 512492 · Appointed 16 Nov 2009 · Until 1 Jun 2010

  • Kerry Hollowell (no longer appointed)

    FRN 512494 · Appointed 16 Nov 2009 · Until 16 Mar 2011

  • Steven Hems (no longer appointed)

    FRN 512480 · Appointed 16 Nov 2009 · Until 23 Sep 2011

  • Lyons Financial Management Ltd (no longer appointed)

    FRN 210757 · Appointed 13 Nov 2009 · Until 31 Dec 2012

  • Jonathan Paine (no longer appointed)

    FRN 512410 · Appointed 13 Nov 2009 · Until 28 Jun 2013

  • John Karamouzis (no longer appointed)

    FRN 512374 · Appointed 13 Nov 2009 · Until 11 Jan 2011

Recent activity

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

No changes recorded yet.