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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Debra Gardner
IRN DXG00569
- [FCA CF] Manager of certification employee (since 4 Sep 2024)
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Declan Kelly
IRN DXK01397
- CF1 Director (AR) (24 May 2010 to 8 Oct 2010)
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Della Jane Weston
IRN DJW01325
- CF1 Director (AR) (19 Nov 2004 to 26 Mar 2007)
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Demi Mullin
IRN DXM01238
- 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 13 Aug 2025)
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Denis William Cooper
IRN DWC01078
- CF1 Director (AR) (13 May 2008 to 1 Apr 2009)
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Denise Jean Leggatt
IRN DJL00084
- CF4 Partner (AR) (8 Nov 2004 to 13 Sep 2010)
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Denise Millar
IRN DXM02024
- CF1 Director (AR) (19 Oct 2007 to 27 Aug 2009)
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Deniz Bora Erden
IRN DBE00001
- 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 3 Oct 2022)
- CF1 Director (AR) (since 14 Sep 2022)
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Dennis Arthur Hewitt
IRN DAH00006
- CF28 Systems and controls (1 Sep 2008 to 24 Dec 2009)
- CF1 Director (30 Nov 2006 to 24 Dec 2009)
- CF10 Compliance Oversight (30 Nov 2006 to 24 Dec 2009)
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Dennis Martin Lipton
IRN DML00018
- Appointed representative dealing with clients for which they require qualification (5 Aug 2022 to 3 Feb 2023)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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DBS Financial Solutions Ltd
FRN 916274 · Appointed 16 Sep 2021
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Joel Pomeroy
FRN 958399 · Appointed 14 Sep 2021
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Lansdown Financial Services Ltd
FRN 942953 · Appointed 9 Sep 2021
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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
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.