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.
- Bhupinder Singh Tucker
IRN BST01013
- (1126)CF1 Director (AR) (31 Oct 2004 to 25 Jan 2006)
- Bibas Kandel
IRN BXK00098
- (2263)Appointed representative dealing with clients for which they require qualification (9 Nov 2021 to 28 Jan 2024)
- Bonnie Marie Thurlow
IRN BXT00157
- (2318)Appointed representative dealing with clients for which they require qualification (24 May 2024 to 8 Sep 2025)
- Bradley Paul Gibbons
IRN BXG00063
- (2347)Appointed representative dealing with clients for which they require qualification (16 Aug 2021 to 21 Feb 2022)
- Brendan John Kay
IRN BXK00122
- (1441)CF1 Director (AR) (19 May 2022 to 17 Mar 2023)
- Brendan Kelly Dixon
IRN BKD00004
- (2061)CF1 Director (AR) (30 Jan 2013 to 21 Jan 2019)
- (2060)CF30 Customer (12 Sep 2008 to 22 Jan 2019)
- Brendon Lee Crowley
IRN BLC01022
- (1759)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jan 2020)
- Brent Gareth O'Sullivan
IRN BGO01008
- (618)CF1 Director (AR) (10 Jul 2008 to 5 Aug 2009)
- Brenton Delano Lopez
IRN BXL00027
- (902)CF30 Customer (5 Oct 2011 to 28 Oct 2012)
- Brett Martin Wood
IRN BMW01041
- (177)CF2 Non Executive Director (AR) (22 Sep 2009 to 22 Dec 2009)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
- Enlighten Financial Consultants(no longer appointed)
FRN 489998 · Appointed 13 Oct 2008 · Until 30 Aug 2013
- Paul Burdis Mortgage Services(no longer appointed)
FRN 482475 · Appointed 9 Oct 2008 · Until 3 Mar 2010
- Lee Bennett Insurance Services(no longer appointed)
FRN 424346 · Appointed 9 Oct 2008 · Until 9 May 2024
- Regional Mortgage Services Ltd(no longer appointed)
FRN 489846 · Appointed 8 Oct 2008 · Until 2 Nov 2010
- Greenwood Insurance Services (Hayle) Ltd(no longer appointed)
FRN 416170 · Appointed 6 Oct 2008 · Until 4 Sep 2018
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