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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George Iley
IRN PGI00001
- (1778)CF1 Director (AR) (31 Oct 2004 to 12 Aug 2011)
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George John Hill
IRN GJH00017
- (1787)CF30 Customer (1 Nov 2007 to 10 Jun 2011)
- (1789)CF21 Investment Adviser (27 May 2005 to 31 Oct 2007)
- (1790)CF4 Partner (AR) (31 Oct 2004 to 26 Feb 2009)
- (1788)CF22 Investment Adviser (Trainee) (9 Mar 2004 to 27 May 2005)
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George Little
IRN GXL00017
- (778)CF21 Investment Adviser (1 Dec 2001 to 30 Oct 2002)
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George Sebastian Voicu
IRN GXV00048
- (429)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (430)Appointed representative dealing with clients for which they require qualification (since 4 May 2023)
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Georgia Williams
IRN GXW00291
- (415)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (416)Appointed representative dealing with clients for which they require qualification (since 14 Nov 2022)
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Georgina Glister
IRN GXG00066
- (3170)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Sep 2021)
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Georgina Luisa Michael
IRN GLM01037
- (1677)CF1 Director (AR) (6 Jun 2008 to 30 Dec 2010)
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Georgina McGregor
IRN GXM01761
- (662)CF4 Partner (AR) (15 Sep 2008 to 20 Jan 2010)
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Georgina Powell
IRN GXP01273
- (1192)CF4 Partner (AR) (9 Sep 2009 to 15 Nov 2012)
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Georgina Swannack
IRN GXS00103
- (2473)Appointed representative dealing with clients for which they require qualification (5 Aug 2024 to 24 Sep 2024)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Christies (Havant) Limited (no longer appointed)
FRN 616325 · Appointed 24 Feb 2014 · Until 2 Apr 2015
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Village Estates (Thornton) Ltd (no longer appointed)
FRN 514254 · Appointed 13 Feb 2014 · Until 11 May 2022
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