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.
- Alfred Daniel Power
IRN ADP00022
- (1221)CF30 Customer (14 Feb 2008 to 28 Nov 2008)
- (1222)CF1 Director (AR) (14 Feb 2008 to 28 Nov 2008)
- Ali Akbar Shah
IRN AAS01153
- (3019)CF1 Director (AR) (18 Oct 2012 to 29 May 2014)
- Alireza Emamy
IRN AXE01208
- (3351)CF1 Director (6 Oct 2011 to 6 Jan 2012)
- Alison Innes
IRN AXI01133
- (815)CF1 Director (AR) (11 Jul 2007 to 28 Feb 2009)
- Alison Jane Winterburn
IRN AJW01498
- (1497)CF1 Director (AR) (27 Jun 2011 to 13 Jul 2011)
- (1496)CF4 Partner (AR) (6 May 2010 to 16 Nov 2010)
- Alison Jayne Armstrong
IRN AJA00012
- (347)CF1 Director (AR) (29 Oct 2009 to 1 Oct 2012)
- Alison Margaret Dunn
IRN AMD00034
- (123)CF1 Director (AR) (12 Aug 2005 to 31 May 2016)
- Alison Martin
IRN AXM00268
- (1813)CF30 Customer (16 Nov 2007 to 10 Feb 2009)
- Alison Mary Graham
IRN AMG01174
- (789)CF1 Director (AR) (29 Nov 2007 to 31 Mar 2010)
- Alison Valerie Clark
IRN AVC01029
- (1583)CF1 Director (AR) (21 Dec 2009 to 3 May 2011)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
- WellBeing Health Insurance Ltd(no longer appointed)
FRN 476558 · Appointed 14 Dec 2007 · Until 23 Jan 2010
- MC Mortgage & Insurance Services(no longer appointed)
FRN 476156 · Appointed 4 Dec 2007 · Until 31 Jul 2014
- Confident Financial Services Ltd(no longer appointed)
FRN 476012 · Appointed 30 Nov 2007 · Until 14 Jul 2010
- Direct Finance Solutions Ltd(no longer appointed)
FRN 475845 · Appointed 28 Nov 2007 · Until 10 Apr 2009
- Mortgages Assured (UK) Ltd(no longer appointed)
FRN 475800 · Appointed 27 Nov 2007 · Until 18 Dec 2008
- Greenlight Financial Services Ltd(no longer appointed)
FRN 404686 · Appointed 26 Nov 2007 · Until 20 Jan 2010
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