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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Ian Paul Rosser
IRN IPR01017
- CF30 Customer (20 Aug 2008 to 27 Nov 2012)
- CF1 Director (AR) (15 Jun 2006 to 30 Sep 2013)
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Ian Richard Wilson
IRN IRW01040
- CF2 Non Executive Director (AR) (9 Apr 2009 to 6 Nov 2009)
- CF1 Director (AR) (29 Sep 2005 to 11 Feb 2010)
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Ian Robert Stuart Seabrook
IRN IXS00049
- CF30 Customer (13 Nov 2007 to 18 Jul 2008)
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Ian Sheffield
IRN IXS00053
- CF1 Director (AR) (31 Oct 2004 to 5 Apr 2006)
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Ian Stephen Fleetwood Smith
IRN ISS00005
- CF30 Customer (1 Nov 2007 to 8 Oct 2010)
- CF21 Investment Adviser (16 Mar 2006 to 31 Oct 2007)
- CF1 Director (AR) (31 Oct 2004 to 8 Oct 2010)
- CF22 Investment Adviser (Trainee) (28 Oct 2004 to 16 Mar 2006)
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Ian Steven Langley
IRN ISL01014
- CF1 Director (AR) (4 Jul 2005 to 27 Sep 2016)
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Ian Stewart James
IRN ISJ00004
- CF30 Customer (1 Nov 2007 to 31 Oct 2012)
- CF22 Investment Adviser (Trainee) (24 Aug 2006 to 31 Oct 2007)
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Ian Thomas Charles Noyce
IRN ITN01002
- CF1 Director (AR) (15 Sep 2006 to 19 Feb 2008)
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Ian William Blair
IRN IWB00006
- CF30 Customer (1 Nov 2007 to 21 Jan 2008)
- CF22 Investment Adviser (Trainee) (16 Oct 2006 to 31 Oct 2007)
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Ian William Thompson
IRN IWT00003
- 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 16 Oct 2008)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Edward Batty
FRN 933683 · Appointed 8 Sep 2020
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NC Financial Ltd
FRN 933100 · Appointed 28 Aug 2020
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Willerby Mortgage Services Ltd
FRN 933126 · Appointed 28 Aug 2020
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Opus Financial Limited
FRN 707806 · Appointed 13 Aug 2020
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GWD Finance Limited
FRN 808541 · Appointed 9 Jul 2020
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Purely Financial Planning Limited
FRN 601068 · Appointed 26 Jun 2020
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Lewis Benjamin Ltd
FRN 926297 · Appointed 18 May 2020
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Elegant Financial Services Ltd
FRN 925814 · Appointed 7 May 2020
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The Old Bakehouse Financial Services Ltd
FRN 920125 · Appointed 24 Jan 2020
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Philip Brignull
FRN 919152 · Appointed 8 Jan 2020
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.