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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James Paul Doherty
IRN JPD00028
- (42)CF1 Director (AR) (12 Nov 2004 to 27 Aug 2010)
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James Pearce Broomhead
IRN JPB00023
- (224)CF1 Director (AR) (16 May 2007 to 23 Aug 2010)
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James Piper
IRN JXP00467
- (463)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (464)Appointed representative dealing with clients for which they require qualification (since 10 Jul 2025)
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James Powell
IRN JXP00269
- (2341)Appointed representative dealing with clients for which they require qualification (5 Dec 2023 to 8 Feb 2024)
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James Reynolds
IRN JXR01524
- (1758)CF1 Director (AR) (14 Oct 2009 to 19 Aug 2011)
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James Schofield
IRN JXS12717
- (2519)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 Feb 2023)
- (2520)CF1 Director (AR) (22 Mar 2019 to 20 Feb 2023)
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James Scott
IRN JXS00360
- (192)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (193)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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James Stanley Pendreich
IRN JSP00014
- (1533)CF1 Director (AR) (5 Feb 2007 to 10 Feb 2026)
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James Stephen Old
IRN JSO01021
- (876)CF1 Director (AR) (7 Dec 2006 to 26 Jul 2013)
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James Steven Ernest Hinchcliffe
IRN JSH01142
- (1136)CF30 Customer (1 Nov 2007 to 11 Dec 2008)
- (1137)CF22 Investment Adviser (Trainee) (5 Jul 2007 to 31 Oct 2007)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Four Walls or More Limited (no longer appointed)
FRN 771375 · Appointed 10 Feb 2017 · Until 24 Aug 2022
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Bharat Bhikhubhaiz Shah (no longer appointed)
FRN 407469 · Appointed 12 Jan 2017 · Until 26 Aug 2022
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Crieff Financial & Mortgage Centre Ltd (no longer appointed)
FRN 475031 · Appointed 29 Dec 2016 · Until 17 Apr 2020
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