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.

  • Andrea Marie Davies

    IRN AMD01136

    • CF1 Director (AR) (8 Dec 2006 to 14 Aug 2007)
  • Andrea Michelle Rozario

    IRN AMR01124

    • CF1 Director (AR) (23 Nov 2005 to 20 Sep 2006)
  • Andrea Storey

    IRN AXS05099

    • 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 15 Jan 2024)
  • Andrew Alexander Lees

    IRN AXL00063

    • CF1 Director (AR) (18 Dec 2006 to 3 Apr 2008)
  • Andrew Arthur Evans

    IRN AAE00002

    • CF1 Director (AR) (2 Dec 2008 to 7 Sep 2024)
  • Andrew Auton

    IRN AXA00693

    • CF1 Director (AR) (8 Sep 2022 to 7 Nov 2024)
  • Andrew Barratt Sale

    IRN ABS00016

    • CF30 Customer (20 Dec 2011 to 31 Jan 2020)
  • Andrew Beaton

    IRN AXB00433

    • Appointed representative dealing with clients for which they require qualification (28 Jan 2021 to 29 Apr 2022)
  • Andrew Birch

    IRN AXB02374

    • CF10 Compliance Oversight (11 Jun 2013 to 4 Mar 2014)
    • CF11 Money Laundering Reporting (26 Jan 2011 to 4 Mar 2014)
  • Andrew Campbell

    IRN AMC00025

    • CF4 Partner (AR) (31 Oct 2004 to 22 Aug 2008)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Commodity Prospector Limited (no longer appointed)

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

  • Ian Winterbotham (no longer appointed)

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

  • 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.

No changes recorded yet.