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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David Robin Knight
IRN DRK01026
- 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)
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David Samuels
IRN DXS02127
- CF1 Director (AR) (21 Dec 2010 to 9 Apr 2013)
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David Snape
IRN DXS01597
- CF1 Director (13 Jun 2003 to 1 Apr 2004)
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David Stanley Archbold
IRN DSA01024
- CF1 Director (AR) (14 Jan 2005 to 24 Apr 2015)
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David Stephen Wilmot
IRN DSW01102
- CF1 Director (AR) (11 Oct 2011 to 28 May 2013)
- CF30 Customer (11 Oct 2011 to 28 May 2013)
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David Stewart
IRN DXS01423
- Director of firm who is not a certification employee or a SMF manager (1 May 2025 to 19 Jan 2026)
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David Stewart Liddle
IRN DSL00003
- CF1 Director (AR) (25 Jun 2007 to 3 Jul 2009)
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David Stirling
IRN DXS00241
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Dec 2022)
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David Stirling
IRN DXS02907
- CF4 Partner (AR) (5 May 2020 to 16 Jul 2021)
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David Stuart Webb
IRN DSW01096
- CF1 Director (AR) (5 Sep 2008 to 19 Nov 2009)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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FLH Mortgage Services Ltd
FRN 970609 · Appointed 24 Feb 2022
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Lime Financial Services Ltd
FRN 483244 · Appointed 17 Feb 2022
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AGM Financial Services Ltd
FRN 790622 · Appointed 17 Feb 2022
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JMS Financial Services Group Ltd
FRN 473344 · Appointed 20 Jan 2022
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Triton Private Finance Ltd
FRN 966994 · Appointed 7 Jan 2022
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Karen Louise Walker
FRN 834816 · Appointed 7 Jan 2022
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KRD Financial Limited
FRN 963350 · Appointed 3 Nov 2021
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Dorset Mortgage Group Ltd
FRN 961031 · Appointed 22 Oct 2021
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Multi Quote Limited
FRN 959342 · Appointed 30 Sep 2021
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Tapper Financial Services
FRN 511834 · Appointed 17 Sep 2021
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.