Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    3700
    Birmingham Business Park
    Parkside
    Birmingham
    West Midlands
    B37 7YT
    UNITED KINGDOM
    Phone
    +443303030237
  • Complaints Contact

    3700
    Birmingham Business Park
    Parkside
    Birmingham
    West Midlands
    B37 7YT
    UNITED 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

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.
  • 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

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Advice

    Show 2 limitations
    • · This permission is limited to debt counselling with no debt management activity.
    • · Limited to debt counselling in connection with investment and mortgage advice.
  • Equity Release Setup

    For Customer, Home reversion plans

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Credit Score Services

    Show 1 limitation
    • · 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.

  • Hitesh Shah

    IRN HXS00085

    • 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)
  • Holly Barker-House

    IRN HXB00263

    • Appointed representative dealing with clients for which they require qualification (3 Apr 2023 to 29 Jul 2024)
  • Holly Margaret Woolford

    IRN HXW00025

    • Appointed representative dealing with clients for which they require qualification (16 Dec 2019 to 2 Dec 2020)
  • Howard John Serr

    IRN HJS01073

    • CF1 Director (AR) (12 Dec 2005 to 30 Jan 2009)
  • Howard Reuben

    IRN HMR01055

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Hugh Connor

    IRN HXC00028

    • CF1 Director (AR) (29 Nov 2007 to 28 Jun 2013)
  • Hugh Rankin Kennedy

    IRN HRK01011

    • Appointed representative dealing with clients for which they require qualification (11 Dec 2023 to 11 Jun 2024)
  • Hugh Thomas Quinn

    IRN HTQ01001

    • CF30 Customer (13 Oct 2011 to 27 Nov 2012)
    • CF1 Director (AR) (13 Oct 2011 to 5 Oct 2018)
  • Iain David Vaughan

    IRN IDV01011

    • 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 18 Mar 2022)
    • CF1 Director (AR) (since 21 Feb 2022)
  • Iain Grant Campbell

    IRN IGC01017

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Apr 2020)
    • CF30 Customer (7 Mar 2017 to 17 Apr 2020)
    • CF1 Director (AR) (7 Mar 2017 to 17 Apr 2020)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.