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.

  • Jeremy Mark Kingdom

    IRN JMK00030

    • (342)CF30 Customer (3 Jun 2010 to 25 Sep 2012)
  • Jeremy Mark May

    IRN JMM00015

    • (921)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (922)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (923)CF1 Director (AR) (since 15 Aug 2012)
  • Jeremy Martin

    IRN JLM00041

    • (2990)CF30 Customer (1 Nov 2007 to 12 Oct 2009)
    • (2993)CF4 Partner (AR) (6 Feb 2007 to 12 Oct 2009)
    • (2992)CF7 Sole Trader (AR) (8 Oct 2004 to 31 Jan 2007)
    • (2991)CF22 Investment Adviser (Trainee) (8 Oct 2004 to 31 Oct 2007)
  • Jeremy Paul Forsey

    IRN JPF01074

    • (761)CF1 Director (AR) (7 Aug 2008 to 21 Dec 2009)
  • Jeremy Paul Gibson

    IRN JPG01076

    • (622)CF1 Director (AR) (since 23 Sep 2024)
  • Jeremy Robin Wood

    IRN JRW01145

    • (2954)SMF10 Chair of the Risk Committee (29 Jun 2021 to 1 Jan 2022)
  • Jesper Lentz

    IRN JXL00136

    • (153)CF1 Director (AR) (29 Apr 2005 to 19 Dec 2005)
  • Jessica Mary Hind

    IRN JMH01300

    • (748)CF2 Non Executive Director (AR) (31 Dec 2007 to 14 Jan 2009)
  • Jessica Reehal

    IRN JXR00661

    • (2216)Appointed representative dealing with clients for which they require qualification (9 Jan 2023 to 29 Sep 2023)
  • Jeyaalyni Sivapathasundaram

    IRN JXS00361

    • (2449)Appointed representative dealing with clients for which they require qualification (25 Aug 2020 to 31 Aug 2021)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

  1. trading name added: FS Box

  2. trading name added: Financial Services Toolbox

  3. trading name added: Capital Assure

  4. trading name added: B&C Box

  5. trading name added: ASU Box

  6. trading name added: Personal Touch Insurance Services Limited

  7. trading name added: Personal Touch Financial Services Ltd

  8. trading name added: Personal Touch Insurance

  9. trading name added: Personal Touch Hub

  10. trading name added: Personal Touch Finance Equity Release