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.

  • David Alexander Edwards

    IRN DAE00014

    • (3301)Responsibility for MCD Intermediation (29 Mar 2017 to 30 Jun 2018)
    • (3302)Responsible for Insurance Mediation (13 Mar 2017 to 30 Jun 2018)
    • (3303)CF1 Director (2 Jan 2014 to 30 Jun 2018)
  • David Allan Freeman

    IRN DAF01084

    • (708)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (709)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (710)CF1 Director (AR) (since 20 Feb 2006)
  • David Andrew Blastland

    IRN DAB00021

    • (1463)CF1 Director (AR) (1 Nov 2011 to 28 Jun 2013)
  • David Andrew Bradshaw

    IRN DAB00110

    • (105)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (106)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • David Andrew Ley

    IRN DAL00056

    • (459)CF1 Director (AR) (9 Jul 2007 to 17 Jun 2009)
  • David Andrew Mulcahy

    IRN DAM00024

    • (2906)CF30 Customer (26 Sep 2008 to 3 Oct 2008)
  • David Andrew Nightingale

    IRN DAN00003

    • (475)CF1 Director (AR) (5 Oct 2006 to 26 Sep 2016)
  • David Anthony Robins

    IRN DAR01178

    • (888)CF1 Director (AR) (7 Nov 2006 to 30 Sep 2010)
  • David Anthony Vickers

    IRN DAV00005

    • (3014)CF1 Director (AR) (31 Oct 2004 to 9 Dec 2004)
  • David Arthur Garrod

    IRN DAG01134

    • (1256)CF4 Partner (AR) (31 Oct 2004 to 29 Feb 2008)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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