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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Keith Victor Sturges
IRN KVS01005
- (14)CF1 Director (AR) (31 Oct 2004 to 11 May 2010)
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Kelly Claire Ladlow
IRN KXL00080
- (2413)Appointed representative dealing with clients for which they require qualification (1 Sep 2020 to 8 Nov 2021)
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Kelly Jolene Platten
IRN KXP00410
- (2188)Appointed representative dealing with clients for which they require qualification (11 Jun 2024 to 17 Oct 2024)
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Kelly Louise Gibbon
IRN KLG01021
- (1314)CF1 Director (AR) (26 Oct 2007 to 18 Feb 2013)
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Kelly Sian Coyne
IRN KSB01040
- (1650)CF1 Director (AR) (13 Jun 2007 to 30 Sep 2009)
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Kelvin Facey
IRN KEF00003
- (1799)CF30 Customer (22 Jan 2008 to 30 Apr 2013)
- (1800)CF1 Director (AR) (22 Jan 2008 to 30 Apr 2013)
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Kendyl Binnie
IRN KXB00187
- (2320)Appointed representative dealing with clients for which they require qualification (13 Mar 2023 to 3 Jun 2024)
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Kennedy Masango
IRN KXM01499
- (286)CF1 Director (AR) (1 Dec 2005 to 27 Aug 2008)
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Kenneth Frank Redgwell
IRN KFR01014
- (1147)CF1 Director (AR) (31 Oct 2004 to 8 Jun 2008)
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Kenneth Gordon Rush
IRN KGR00001
- (1251)CF4 Partner (AR) (31 Oct 2004 to 9 Jan 2006)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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RSB Money Limited
FRN 413710 · Appointed 8 Sep 2021
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RMT Finances Limited
FRN 957272 · Appointed 21 Aug 2021
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Protus Financial Services Ltd
FRN 955819 · Appointed 29 Jul 2021
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MORTGAGE ADVICE FIRM LTD
FRN 955098 · Appointed 20 Jul 2021
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Lime Tree FS (Cambridge) Ltd
FRN 955005 · Appointed 18 Jul 2021
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Themortgagepod Ltd
FRN 953056 · Appointed 17 Jun 2021
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PW Mortgage Solutions
FRN 952177 · Appointed 3 Jun 2021
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NRC Financial Services Ltd
FRN 950934 · Appointed 13 May 2021
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Philip Heald Ltd
FRN 918928 · Appointed 9 May 2021
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Norcutt Mortgages Limited
FRN 949639 · Appointed 22 Apr 2021
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