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.

  • Christopher Verdon Cutts

    IRN CVC01008

    • CF30 Customer (7 Dec 2011 to 19 Oct 2012)
  • Christopher William Annetts

    IRN CWA00001

    • CF30 Customer (17 Jun 2008 to 22 Nov 2010)
  • Christopher William Banks

    IRN CWB01050

    • 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 12 Nov 2004)
  • Christopher Willis

    IRN CXW00514

    • Appointed representative dealing with clients for which they require qualification (8 Nov 2022 to 3 Sep 2024)
  • Claire Angela Woods

    IRN CAW01121

    • CF1 Director (AR) (31 Oct 2004 to 31 Oct 2004)
  • Claire Antrobus

    IRN CXA00290

    • [FCA CF] Significant management (18 Jan 2024 to 16 Jan 2025)
  • Claire Creed

    IRN CXC00573

    • Appointed representative dealing with clients for which they require qualification (15 Aug 2022 to 13 Oct 2023)
  • Claire Deborah Wood

    IRN CXW01430

    • CF4 Partner (AR) (14 Jan 2005 to 5 May 2005)
  • Claire Elizabeth Coates

    IRN CEC01061

    • CF2 Non Executive Director (AR) (20 Jul 2010 to 18 Jan 2011)
    • CF1 Director (AR) (31 Oct 2004 to 25 Jan 2006)
  • Claire Huntley

    IRN CXH01601

    • CF1 Director (AR) (11 Jul 2007 to 21 Nov 2011)

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.