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.

  • Beth Chambers

    IRN BXC01310

    • CF1 Director (AR) (15 Dec 2004 to 27 Feb 2006)
  • Bethany Jean Richford

    IRN BXR56874

    • 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 1 Apr 2025)
  • Bethany Louise Pollock

    IRN BXP00073

    • Appointed representative dealing with clients for which they require qualification (6 May 2022 to 23 Jun 2022)
  • Bhabinder Kumar

    IRN BXK01165

    • CF1 Director (AR) (22 Oct 2007 to 5 May 2009)
  • Bhasmank Kanuprasad Shankerlal Mehta

    IRN BKM00001

    • CF21 Investment Adviser (1 Dec 2001 to 28 Feb 2002)
  • Bhavika Patel

    IRN BXD01253

    • CF30 Customer (21 Sep 2010 to 22 Nov 2011)
  • Bhavita Patel

    IRN PXB11060

    • Appointed representative dealing with clients for which they require qualification (5 Sep 2022 to 10 Feb 2023)
  • Bhavna Amalsadia

    IRN BXA01099

    • CF4 Partner (AR) (31 Oct 2004 to 21 Jan 2009)
  • Bhavneet Singh

    IRN BXS00194

    • Appointed representative dealing with clients for which they require qualification (26 Apr 2024 to 10 Oct 2024)
  • Bhupinder Singh Tucker

    IRN BST01013

    • CF1 Director (AR) (31 Oct 2004 to 25 Jan 2006)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

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