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.

  • Alan Budzynski

    IRN AXB00419

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Apr 2020)
  • Alan Christopher Murray

    IRN ACM01157

    • CF1 Director (AR) (3 Nov 2008 to 10 Jun 2013)
  • Alan Cooper

    IRN AXC00107

    • CF30 Customer (29 Apr 2013 to 31 Jul 2014)
  • Alan David Elsom

    IRN ADE01048

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Apr 2021)
    • CF1 Director (AR) (1 Aug 2016 to 3 May 2017)
  • Alan Edward Telford

    IRN AET00013

    • CF22 Investment Adviser (Trainee) (8 Aug 2005 to 6 Feb 2007)
  • Alan Gordon Mills

    IRN AGM01146

    • CF1 Director (AR) (1 Jun 2009 to 30 Jun 2010)
  • Alan Hewitt

    IRN AXH00203

    • Appointed representative dealing with clients for which they require qualification (21 Nov 2022 to 5 Jun 2023)
  • Alan Hood

    IRN AXH00033

    • 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)
    • CF1 Director (AR) (since 26 May 2010)
  • Alan Hudson

    IRN AXH00121

    • CF4 Partner (AR) (23 Oct 2006 to 29 Feb 2008)
  • Alan James Gardiner

    IRN AJG01419

    • CF1 Director (AR) (29 Jul 2022 to 1 Sep 2022)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

No changes recorded yet.