Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    3700
    Birmingham Business Park
    Parkside
    Birmingham
    West Midlands
    B37 7YT
    UNITED KINGDOM
    Phone
    +443303030237
  • Complaints Contact

    3700
    Birmingham Business Park
    Parkside
    Birmingham
    West Midlands
    B37 7YT
    UNITED 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
    • · 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
    • · 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
    • · 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.

  • Charles Sunter

    IRN CRS00026

    • CF1 Director (AR) (31 Oct 2004 to 19 Dec 2007)
  • Charley Peak

    IRN CXP00677

    • 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 30 Sep 2024)
  • Charlie Nicholas Annetts

    IRN CXA00258

    • 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 10 Oct 2022)
  • Charlotte McKillop

    IRN CXM20519

    • 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 16 Dec 2019)
    • CF1 Director (AR) (23 Sep 2019 to 2 Feb 2020)
  • Charlotte Tollitt

    IRN CXT01633

    • Appointed representative dealing with clients for which they require qualification (7 Dec 2022 to 14 Jul 2025)
  • Charmaine Chevannes

    IRN CXC01551

    • 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 8 May 2019)
  • Chelsie White

    IRN CXL00144

    • 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 29 Oct 2021)
  • Chloe Bailey

    IRN CXB00775

    • Appointed representative dealing with clients for which they require qualification (14 Mar 2023 to 30 Sep 2025)
  • Chloe Sixsmith

    IRN CXS00573

    • 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 10 Jun 2022)
  • Chris Blackmore

    IRN CXB22555

    • Appointed representative dealing with clients for which they require qualification (5 Mar 2020 to 30 Aug 2020)
    • CF1 Director (AR) (25 Oct 2019 to 30 Aug 2020)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • David Downie (no longer appointed)

    FRN 564943 · Appointed 20 Sep 2011 · Until 24 Dec 2012

  • Guardian Insure Limited (no longer appointed)

    FRN 564988 · Appointed 20 Sep 2011 · Until 17 Dec 2015

  • Jagtar Koritana (no longer appointed)

    FRN 564762 · Appointed 19 Sep 2011 · Until 28 Nov 2013

  • The Money Range Limited (no longer appointed)

    FRN 564733 · Appointed 19 Sep 2011 · Until 24 Jun 2013

  • David Weedall (no longer appointed)

    FRN 564399 · Appointed 12 Sep 2011 · Until 28 Sep 2016

  • Syed Ali (no longer appointed)

    FRN 563904 · Appointed 5 Sep 2011 · Until 31 Oct 2014

  • Paul Leonard (no longer appointed)

    FRN 404405 · Appointed 2 Sep 2011 · Until 28 Oct 2012

  • 1st Protect Limited (no longer appointed)

    FRN 563672 · Appointed 1 Sep 2011 · Until 19 Jul 2013

  • Independent Debt Management Ltd (no longer appointed)

    FRN 563365 · Appointed 30 Aug 2011 · Until 8 Aug 2013

  • Stephen Amos (no longer appointed)

    FRN 563316 · Appointed 26 Aug 2011 · Until 19 Apr 2012

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.