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.

  • Bibas Kandel

    IRN BXK00098

    • Appointed representative dealing with clients for which they require qualification (9 Nov 2021 to 28 Jan 2024)
  • Bonnie Marie Thurlow

    IRN BXT00157

    • Appointed representative dealing with clients for which they require qualification (24 May 2024 to 8 Sep 2025)
  • Bradley Paul Gibbons

    IRN BXG00063

    • Appointed representative dealing with clients for which they require qualification (16 Aug 2021 to 21 Feb 2022)
  • Brendan John Kay

    IRN BXK00122

    • CF1 Director (AR) (19 May 2022 to 17 Mar 2023)
  • Brendan Kelly Dixon

    IRN BKD00004

    • CF1 Director (AR) (30 Jan 2013 to 21 Jan 2019)
    • CF30 Customer (12 Sep 2008 to 22 Jan 2019)
  • Brendon Lee Crowley

    IRN BLC01022

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jan 2020)
  • Brent Gareth O'Sullivan

    IRN BGO01008

    • CF1 Director (AR) (10 Jul 2008 to 5 Aug 2009)
  • Brenton Delano Lopez

    IRN BXL00027

    • CF30 Customer (5 Oct 2011 to 28 Oct 2012)
  • Brett Martin Wood

    IRN BMW01041

    • CF2 Non Executive Director (AR) (22 Sep 2009 to 22 Dec 2009)
  • Brian Alan Mulvain

    IRN BAM00010

    • CF30 Customer (1 Nov 2007 to 28 Feb 2013)
    • CF22 Investment Adviser (Trainee) (31 Jan 2007 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.