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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Jennifer Florence Gibbon
IRN JFS00029
- CF21 Investment Adviser (24 Jan 2006 to 19 Apr 2006)
- CF22 Investment Adviser (Trainee) (9 Nov 2004 to 24 Jan 2006)
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Jennifer Howl
IRN JXR00019
- CF30 Customer (25 Jan 2010 to 31 Dec 2012)
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Jennifer Katherine Williamson
IRN JKW01063
- CF1 Director (AR) (16 Jul 2007 to 31 Mar 2008)
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Jennifer Louise Grossmith
IRN JLG00006
- CF30 Customer (28 May 2009 to 23 Nov 2009)
- CF22 Investment Adviser (Trainee) (26 Oct 2007 to 31 Oct 2007)
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Jennifer Parkin
IRN JXP00918
- Appointed representative dealing with clients for which they require qualification (12 Feb 2024 to 31 Oct 2025)
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Jenny Middleburg
IRN JXM00497
- Appointed representative dealing with clients for which they require qualification (26 Aug 2022 to 10 Jan 2026)
- CF1 Director (AR) (15 Jun 2022 to 12 Jan 2026)
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Jeremy Kenneth Charles Crane
IRN JKC00007
- CF30 Customer (22 Feb 2012 to 30 Nov 2012)
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Jeremy Mark Kingdom
IRN JMK00030
- CF30 Customer (3 Jun 2010 to 25 Sep 2012)
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Jeremy Mark May
IRN JMM00015
- 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 9 Dec 2019)
- CF1 Director (AR) (since 15 Aug 2012)
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Jeremy Martin
IRN JLM00041
- CF30 Customer (1 Nov 2007 to 12 Oct 2009)
- CF4 Partner (AR) (6 Feb 2007 to 12 Oct 2009)
- CF7 Sole Trader (AR) (8 Oct 2004 to 31 Jan 2007)
- CF22 Investment Adviser (Trainee) (8 Oct 2004 to 31 Oct 2007)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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MV1 Mortgages Ltd
FRN 984882 · Appointed 7 Oct 2022
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Switch Financial Services (Surrey) Ltd
FRN 983210 · Appointed 13 Sep 2022
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Calculated Financial Services Ltd
FRN 983043 · Appointed 11 Sep 2022
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Plato Financial Services Ltd
FRN 845395 · Appointed 9 Sep 2022
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The Happy Mortgage People Ltd
FRN 982695 · Appointed 6 Sep 2022
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ChandlerMortgages Ltd.
FRN 923479 · Appointed 25 Aug 2022
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Bluejay Planning Limited
FRN 980807 · Appointed 11 Aug 2022
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Mortgage First Ltd
FRN 980580 · Appointed 9 Aug 2022
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Nicholas James Financial Consultancy Limited
FRN 976045 · Appointed 19 May 2022
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Strive Mortgages Ltd
FRN 975930 · Appointed 18 May 2022
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.