Personal Touch Financial Services Limited
Addresses
The contact details this firm has registered with the FCA.
-
Principal Place of Business
3700Birmingham Business ParkParksideBirminghamWest MidlandsB37 7YTUNITED KINGDOM- Phone
- +443303030237
-
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.
-
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 Hide limitations
- · 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 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.
-
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 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.
-
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)
-
David Samuels
IRN DXS02127
- CF1 Director (AR) (21 Dec 2010 to 9 Apr 2013)
-
David Snape
IRN DXS01597
- CF1 Director (13 Jun 2003 to 1 Apr 2004)
-
David Stanley Archbold
IRN DSA01024
- CF1 Director (AR) (14 Jan 2005 to 24 Apr 2015)
-
David Stephen Wilmot
IRN DSW01102
- CF1 Director (AR) (11 Oct 2011 to 28 May 2013)
- CF30 Customer (11 Oct 2011 to 28 May 2013)
-
David Stewart
IRN DXS01423
- Director of firm who is not a certification employee or a SMF manager (1 May 2025 to 19 Jan 2026)
-
David Stewart Liddle
IRN DSL00003
- CF1 Director (AR) (25 Jun 2007 to 3 Jul 2009)
-
David Stirling
IRN DXS00241
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Dec 2022)
-
David Stirling
IRN DXS02907
- CF4 Partner (AR) (5 May 2020 to 16 Jul 2021)
-
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.
-
DBS Financial Solutions Ltd
FRN 916274 · Appointed 16 Sep 2021
-
Joel Pomeroy
FRN 958399 · Appointed 14 Sep 2021
-
Lansdown Financial Services Ltd
FRN 942953 · Appointed 9 Sep 2021
-
RSB Money Limited
FRN 413710 · Appointed 8 Sep 2021
-
RMT Finances Limited
FRN 957272 · Appointed 21 Aug 2021
-
Protus Financial Services Ltd
FRN 955819 · Appointed 29 Jul 2021
-
MORTGAGE ADVICE FIRM LTD
FRN 955098 · Appointed 20 Jul 2021
-
Lime Tree FS (Cambridge) Ltd
FRN 955005 · Appointed 18 Jul 2021
-
Themortgagepod Ltd
FRN 953056 · Appointed 17 Jun 2021
-
PW Mortgage Solutions
FRN 952177 · Appointed 3 Jun 2021
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.