Personal Touch Financial Services Limited
Addresses
The contact details this firm has registered with the FCA.
Principal Place of Business
3700Birmingham Business ParkBirminghamWest MidlandsB37 7YTUNITED KINGDOM- Phone
- +443303030237
Complaints Contact
3700Birmingham Business ParkBirminghamWest 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.
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
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
Credit Brokering
Debt Advice
Equity Release Setup
For Customer, Home reversion plans
Mortgage Setup
For Customer, Regulated mortgage contract
Investment Setup
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
Credit Score Services
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
- Keith John Kemp
IRN KJK00012
- (527)CF1 Director (AR) (21 Jun 2007 to 18 Nov 2009)
- Keith McLean
IRN KXM00009
- (2777)CF30 Customer (1 Nov 2007 to 31 Dec 2010)
- (2778)CF22 Investment Adviser (Trainee) (7 Sep 2007 to 31 Oct 2007)
- Keith Murray Dearling
IRN KMD01037
- (48)CF2 Non Executive Director (AR) (15 Apr 2008 to 16 Jan 2010)
- Keith Peter Smith
IRN KPS01033
- (567)CF1 Director (AR) (14 Nov 2007 to 22 Oct 2008)
- Keith Philip Gregory
IRN KPG00001
- (1715)CF2 Non Executive Director (AR) (11 Aug 2010 to 7 Aug 2014)
- (1716)CF1 Director (AR) (4 May 2007 to 10 Aug 2010)
- Keith Reginald Skinner
IRN KRS00004
- (115)CF1 Director (AR) (27 Jan 2009 to 26 Oct 2012)
- Keith Robert Hood
IRN KRH00009
- (784)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (785)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (786)CF1 Director (AR) (since 4 Aug 2008)
- Keith Samuel Parton
IRN KSP00007
- (951)CF30 Customer (28 Apr 2010 to 31 Oct 2012)
- Keith Samuels
IRN KXS01831
- (852)CF1 Director (AR) (22 Feb 2012 to 9 Apr 2013)
- Keith Stanley Holt
IRN KSH01044
- (1406)CF4 Partner (AR) (8 Sep 2016 to 28 Aug 2024)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
- Churchills Independent Estate Agents(no longer appointed)
FRN 816218 · Appointed 13 Aug 2018 · Until 23 Aug 2022
- Omega Financial Brokers Ltd(no longer appointed)
FRN 812187 · Appointed 22 Jun 2018 · Until 30 Mar 2021
- SM Property Cleethorpes Ltd(no longer appointed)
FRN 811544 · Appointed 13 Jun 2018 · Until 11 Aug 2022
Recent activity
Updates to this firm's record on the FCA register.
trading name added: FS Box
trading name added: Financial Services Toolbox
trading name added: Capital Assure
trading name added: B&C Box
trading name added: ASU Box
trading name added: Personal Touch Insurance Services Limited
trading name added: Personal Touch Financial Services Ltd
trading name added: Personal Touch Insurance
trading name added: Personal Touch Hub
trading name added: Personal Touch Finance Equity Release