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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Colin McCabe
IRN CXM00213
- (2374)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2020)
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Colin Nish
IRN CXN00135
- (2239)Appointed representative dealing with clients for which they require qualification (11 Apr 2022 to 18 Oct 2023)
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Colin Peter Voysey
IRN CPV01007
- (1701)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Jun 2021)
- (1702)CF1 Director (AR) (15 Apr 2005 to 2 Jul 2007)
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Colin Ross Stewart
IRN CRS01069
- (1989)CF30 Customer (14 Jun 2010 to 31 Dec 2012)
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Colin Warrillow
IRN CXW01363
- (209)CF1 Director (AR) (31 Oct 2004 to 12 Oct 2009)
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Colin Winship
IRN CXW00118
- (215)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (216)Appointed representative dealing with clients for which they require qualification (since 5 Oct 2023)
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Colman Martin Smith
IRN CMS00052
- (1968)CF4 Partner (AR) (6 Jan 2005 to 1 May 2009)
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Colvinne Duncan
IRN CXD01418
- (786)CF1 Director (AR) (9 Jul 2007 to 19 Jul 2007)
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Corey Davies
IRN CXD00313
- (2255)Appointed representative dealing with clients for which they require qualification (17 Nov 2023 to 23 Jan 2024)
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Corin Russell Gunnis
IRN CRG00019
- (2011)CF1 Director (AR) (21 Apr 2005 to 30 Sep 2011)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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