Personal Touch Financial Services Limited
Addresses
The contact details this firm has registered with the FCA.
Principal Place of Business
3700Birmingham Business ParkBirminghamWest MidlandsB37 7YTUNITED KINGDOM- Phone
- +443303030237
Complaints Contact
3700Birmingham Business ParkBirminghamWest 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
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
Credit Brokering
Debt Advice
Equity Release Setup
For Customer, Home reversion plans
Mortgage Setup
For Customer, Regulated mortgage contract
Investment Setup
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
Credit Score Services
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
- Jayant Jagatkant
IRN JXJ00146
- (2493)Appointed representative dealing with clients for which they require qualification (25 May 2021 to 15 Mar 2022)
- Jayne Langdale
IRN JXL01537
- (1143)CF2 Non Executive Director (AR) (12 Feb 2009 to 16 Apr 2010)
- Jayne Nightingale
IRN JXN01268
- (1386)CF1 Director (AR) (14 Nov 2007 to 31 Jul 2009)
- Jean Catherine Carpenter
IRN JCC00012
- (1455)CF4 Partner (AR) (10 Dec 2010 to 30 Apr 2020)
- Jean Ethel Campbell
IRN JEC01216
- (833)CF1 Director (AR) (26 Jul 2007 to 31 Oct 2017)
- Jean Maragret Fox
IRN JMF01117
- (1131)CF4 Partner (AR) (22 Mar 2005 to 31 May 2019)
- Jean Stokes
IRN JXS02495
- (1225)CF4 Partner (AR) (13 May 2010 to 28 Feb 2013)
- Jeanette Anne Nicholls
IRN JAN01071
- (1296)CF1 Director (AR) (21 Jul 2017 to 7 Jan 2019)
- (1295)CF2 Non Executive Director (AR) (10 Oct 2008 to 28 Oct 2012)
- Jeanette Brunton
IRN JXS00270
- (109)CF1 Director (AR) (10 Mar 2009 to 5 Nov 2009)
- Jeanette Mouncher
IRN JXW01984
- (622)CF4 Partner (AR) (28 Jul 2008 to 26 Nov 2008)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
- AKM Mortgage Solutions Limited(no longer appointed)
FRN 677338 · Appointed 17 Mar 2015 · Until 26 Mar 2015
- Five Rivers Financial Services Limited(no longer appointed)
FRN 674234 · Appointed 27 Feb 2015 · Until 4 Apr 2016
- First Choice Estate Agents Forest Hall Limited(no longer appointed)
FRN 654618 · Appointed 24 Feb 2015 · Until 2 Feb 2021
- First Choice Estate Agents Ryton Limited(no longer appointed)
FRN 673136 · Appointed 23 Feb 2015 · Until 2 Feb 2021
Recent activity
Updates to this firm's record on the FCA register.
trading name added: FS Box
trading name added: Financial Services Toolbox
trading name added: Capital Assure
trading name added: B&C Box
trading name added: ASU Box
trading name added: Personal Touch Insurance Services Limited
trading name added: Personal Touch Financial Services Ltd
trading name added: Personal Touch Insurance
trading name added: Personal Touch Hub
trading name added: Personal Touch Finance Equity Release