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.

  • Jennifer Florence Gibbon

    IRN JFS00029

    • CF21 Investment Adviser (24 Jan 2006 to 19 Apr 2006)
    • CF22 Investment Adviser (Trainee) (9 Nov 2004 to 24 Jan 2006)
  • Jennifer Howl

    IRN JXR00019

    • CF30 Customer (25 Jan 2010 to 31 Dec 2012)
  • Jennifer Katherine Williamson

    IRN JKW01063

    • CF1 Director (AR) (16 Jul 2007 to 31 Mar 2008)
  • Jennifer Louise Grossmith

    IRN JLG00006

    • CF30 Customer (28 May 2009 to 23 Nov 2009)
    • CF22 Investment Adviser (Trainee) (26 Oct 2007 to 31 Oct 2007)
  • Jennifer Parkin

    IRN JXP00918

    • Appointed representative dealing with clients for which they require qualification (12 Feb 2024 to 31 Oct 2025)
  • Jenny Middleburg

    IRN JXM00497

    • Appointed representative dealing with clients for which they require qualification (26 Aug 2022 to 10 Jan 2026)
    • CF1 Director (AR) (15 Jun 2022 to 12 Jan 2026)
  • Jeremy Kenneth Charles Crane

    IRN JKC00007

    • CF30 Customer (22 Feb 2012 to 30 Nov 2012)
  • Jeremy Mark Kingdom

    IRN JMK00030

    • CF30 Customer (3 Jun 2010 to 25 Sep 2012)
  • Jeremy Mark May

    IRN JMM00015

    • 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 15 Aug 2012)
  • Jeremy Martin

    IRN JLM00041

    • CF30 Customer (1 Nov 2007 to 12 Oct 2009)
    • CF4 Partner (AR) (6 Feb 2007 to 12 Oct 2009)
    • CF7 Sole Trader (AR) (8 Oct 2004 to 31 Jan 2007)
    • CF22 Investment Adviser (Trainee) (8 Oct 2004 to 31 Oct 2007)

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.