Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
1 week ago

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

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

    3700
    Birmingham Business Park
    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

  • 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 Retail (Non-Investment Insurance), Commercial, 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.

  • Joseph Clintworth

    IRN JXC00233

    • (63)CF30 Customer (24 Jun 2010 to 26 Oct 2012)
  • Joseph Millard

    IRN JXM04500

    • (309)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (310)Appointed representative dealing with clients for which they require qualification (since 5 May 2026)
  • Josephine Devlin

    IRN JXD13905

    • (2517)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Feb 2023)
    • (2518)CF1 Director (AR) (18 Apr 2019 to 28 Feb 2023)
  • Josephine Grace Dodds

    IRN JGD01074

    • (3369)CF1 Director (AR) (30 Jul 2007 to 8 Apr 2009)
  • Joshua Sisley

    IRN JXS00366

    • (2396)Appointed representative dealing with clients for which they require qualification (14 Jan 2020 to 21 Apr 2025)
  • Josie Rye

    IRN JXR00497

    • (2247)Appointed representative dealing with clients for which they require qualification (23 Dec 2021 to 28 Sep 2023)
  • Joyce Froggett

    IRN JXF01475

    • (894)CF1 Director (AR) (5 Sep 2006 to 18 Jul 2008)
  • Judith Anna Keeling

    IRN JAK01108

    • (1230)CF1 Director (AR) (14 Jan 2005 to 21 Jul 2008)
  • Judith Sarah Clayton

    IRN JSG00012

    • (642)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (643)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (644)CF1 Director (AR) (since 12 Jan 2018)
  • Judy Barwell

    IRN JXM02472

    • (689)CF1 Director (AR) (8 Dec 2006 to 12 Feb 2010)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Ian Winterbotham (no longer appointed)

    FRN 405155 · Appointed 3 Aug 2011 · Until 28 Feb 2013

  • Commodity Prospector Limited (no longer appointed)

    FRN 559463 · Appointed 3 Aug 2011 · Until 26 Aug 2022

  • Torch Financial Ltd (no longer appointed)

    FRN 558236 · Appointed 29 Jul 2011 · Until 28 Feb 2013

  • Barry Nurser (no longer appointed)

    FRN 413461 · Appointed 28 Jul 2011 · Until 8 May 2018

  • Peter McGimpsey (no longer appointed)

    FRN 557734 · Appointed 27 Jul 2011 · Until 28 Mar 2018

  • Anthony Corrigan (no longer appointed)

    FRN 557031 · Appointed 25 Jul 2011 · Until 29 Jun 2012

  • Donald Jepson (no longer appointed)

    FRN 557023 · Appointed 25 Jul 2011 · Until 27 Sep 2016

  • Simon King (no longer appointed)

    FRN 405198 · Appointed 22 Jul 2011 · Until 28 Feb 2013

  • David Corrick (no longer appointed)

    FRN 500856 · Appointed 15 Jul 2011 · Until 8 Aug 2013

  • Sell Quick Limited (no longer appointed)

    FRN 556145 · Appointed 14 Jul 2011 · Until 16 Jun 2015

Recent activity

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

  1. trading name added: FS Box

  2. trading name added: Financial Services Toolbox

  3. trading name added: Capital Assure

  4. trading name added: B&C Box

  5. trading name added: ASU Box

  6. trading name added: Personal Touch Insurance Services Limited

  7. trading name added: Personal Touch Financial Services Ltd

  8. trading name added: Personal Touch Insurance

  9. trading name added: Personal Touch Hub

  10. trading name added: Personal Touch Finance Equity Release