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.

  • Chris Creese

    IRN CXC00102

    • CF30 Customer (1 Nov 2007 to 13 May 2013)
    • CF22 Investment Adviser (Trainee) (26 Sep 2007 to 31 Oct 2007)
    • CF1 Director (AR) (29 Mar 2006 to 31 Jan 2011)
  • Christian Nevinson Coventry

    IRN CNC01026

    • CF1 Director (AR) (5 Mar 2009 to 27 Oct 2010)
  • Christie Fisher

    IRN CXF00067

    • 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)
  • Christina Marie Colegate

    IRN CXC01474

    • CF1 Director (AR) (31 Oct 2004 to 18 Jul 2008)
  • Christina Oliver

    IRN CXO28405

    • 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 21 Feb 2020)
    • CF1 Director (AR) (since 14 Feb 2020)
  • Christine Ann Moore

    IRN CAC01135

    • CF1 Director (AR) (13 Jun 2005 to 15 May 2007)
  • Christine Ann Smith

    IRN CAS00044

    • CF30 Customer (1 Nov 2007 to 18 Sep 2009)
    • CF22 Investment Adviser (Trainee) (11 Sep 2007 to 31 Oct 2007)
  • Christine Coates

    IRN CXC01604

    • CF1 Director (AR) (23 Feb 2007 to 4 Jun 2010)
  • Christine June Hammond

    IRN CXH00065

    • CF30 Customer (13 May 2008 to 11 May 2011)
    • CF22 Investment Adviser (Trainee) (16 Feb 2006 to 6 Jun 2006)
  • Christine Mitchell

    IRN CXM00107

    • CF2 Non Executive Director (AR) (14 Nov 2011 to 12 Nov 2012)
    • CF1 Director (AR) (19 Jan 2007 to 12 Nov 2012)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

No changes recorded yet.