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 Robin Knight

    IRN DRK01026

    • 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)
  • David Samuels

    IRN DXS02127

    • CF1 Director (AR) (21 Dec 2010 to 9 Apr 2013)
  • David Snape

    IRN DXS01597

    • CF1 Director (13 Jun 2003 to 1 Apr 2004)
  • David Stanley Archbold

    IRN DSA01024

    • CF1 Director (AR) (14 Jan 2005 to 24 Apr 2015)
  • David Stephen Wilmot

    IRN DSW01102

    • CF1 Director (AR) (11 Oct 2011 to 28 May 2013)
    • CF30 Customer (11 Oct 2011 to 28 May 2013)
  • David Stewart

    IRN DXS01423

    • Director of firm who is not a certification employee or a SMF manager (1 May 2025 to 19 Jan 2026)
  • David Stewart Liddle

    IRN DSL00003

    • CF1 Director (AR) (25 Jun 2007 to 3 Jul 2009)
  • David Stirling

    IRN DXS00241

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Dec 2022)
  • David Stirling

    IRN DXS02907

    • CF4 Partner (AR) (5 May 2020 to 16 Jul 2021)
  • David Stuart Webb

    IRN DSW01096

    • CF1 Director (AR) (5 Sep 2008 to 19 Nov 2009)

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.