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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Lorraine Carol Crowe
IRN LCC01021
- (3278)CF30 Customer (1 Nov 2007 to 29 Jan 2013)
- (3279)CF22 Investment Adviser (Trainee) (27 Feb 2007 to 31 Oct 2007)
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Lorraine Davies
IRN LXF01144
- (711)CF1 Director (AR) (13 Oct 2006 to 10 Nov 2008)
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Lorraine Hamilton
IRN LGH01020
- (2579)CF30 Customer (24 Dec 2013 to 1 Apr 2019)
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Lorraine Joy Marney
IRN LJM01108
- (106)CF4 Partner (AR) (14 Jan 2005 to 12 May 2009)
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Lorraine Lindsay
IRN LXL00063
- (2373)Appointed representative dealing with clients for which they require qualification (29 Jan 2020 to 31 Aug 2020)
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Louis James Meryon
IRN LJM01172
- (607)CF30 Customer (1 Mar 2013 to 28 Jun 2013)
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Louis Loizou
IRN LXL00018
- (67)CF2 Non Executive Director (AR) (14 Feb 2011 to 15 Nov 2011)
- (68)CF1 Director (AR) (29 Aug 2008 to 8 Feb 2011)
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Louise Ann Hardcastle
IRN LAH01094
- (1338)CF2 Non Executive Director (AR) (13 Nov 2009 to 30 Mar 2015)
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Louise Campbell
IRN LXC00035
- (1008)CF1 Director (AR) (30 Jun 2009 to 14 Apr 2010)
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Louise Daniels
IRN LXD00077
- (2435)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Feb 2023)
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