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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Keshav Verma
IRN KXV00006
- (1145)CF30 Customer (21 May 2010 to 7 Mar 2011)
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Kevin Alan Jones
IRN KAJ01027
- (3269)CF1 Director (AR) (17 Apr 2012 to 23 Oct 2012)
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Kevin Alfred Colin Kelly
IRN KAK01043
- (1568)CF1 Director (AR) (11 Feb 2011 to 5 Nov 2011)
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Kevin Anthony John Cosgrove
IRN KAC00012
- (1)CF30 Customer (8 Apr 2008 to 31 Mar 2011)
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Kevin Daniel Dunks
IRN KDD01010
- (3015)CF1 Director (AR) (3 Jan 2007 to 8 Jul 2015)
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Kevin Edward Hurley
IRN KEH00006
- (595)CF22 Investment Adviser (Trainee) (6 Oct 2005 to 21 Aug 2006)
- (596)CF7 Sole Trader (AR) (6 Oct 2005 to 31 Jan 2007)
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Kevin Francis Power
IRN KXP00049
- (1099)CF1 Director (AR) (19 May 2005 to 4 Jan 2006)
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Kevin Gillett
IRN KXG01381
- (2981)CF1 Director (AR) (9 Jul 2012 to 1 Apr 2013)
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Kevin Hopkins
IRN KXH01355
- (1725)CF4 Partner (AR) (31 Oct 2004 to 27 Mar 2014)
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Kevin Huntley
IRN KXH00072
- (2926)CF30 Customer (1 Nov 2007 to 21 Nov 2011)
- (2929)CF1 Director (AR) (11 Jul 2007 to 21 Nov 2011)
- (2928)CF21 Investment Adviser (10 Jul 2007 to 31 Oct 2007)
- (2927)CF22 Investment Adviser (Trainee) (13 Feb 2006 to 10 Jul 2007)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Switch Financial Services (Surrey) Ltd
FRN 983210 · Appointed 13 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
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Daniel Roberts
FRN 975281 · Appointed 6 May 2022
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Macro Mortgages Ltd
FRN 975282 · Appointed 6 May 2022
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