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.

  • Dilshad Cherri

    IRN DXC01654

    • CF1 Director (AR) (1 Apr 2009 to 13 Mar 2018)
  • Divyesh Patel

    IRN DXP01474

    • CF1 Director (AR) (15 Jun 2005 to 27 Sep 2006)
  • Dominic Beever

    IRN DXB00858

    • SMF2 Chief Finance (20 Oct 2023 to 3 Jun 2025)
    • SMF3 Executive Director (20 Oct 2023 to 3 Jun 2025)
  • Dominic Robertshaw

    IRN DXR00171

    • CF30 Customer (18 Dec 2008 to 28 Jun 2013)
  • Don Renwick Johnstone

    IRN DRJ00025

    • CF21 Investment Adviser (5 Apr 2007 to 14 May 2007)
    • CF22 Investment Adviser (Trainee) (12 Oct 2006 to 11 Apr 2007)
  • Donald Joseph Armour

    IRN DJA01145

    • CF1 Director (AR) (19 Apr 2005 to 19 Jul 2006)
  • Donna Begley

    IRN DXB01161

    • Appointed representative dealing with clients for which they require qualification (29 Jul 2025 to 10 Apr 2026)
  • Donna Louise Karim

    IRN DLK01020

    • CF1 Director (AR) (31 Oct 2004 to 15 May 2009)
  • Dorian Payne

    IRN DXP02178

    • CF1 Director (AR) (30 Dec 2015 to 23 Dec 2016)
  • Dorothy Angela Morris

    IRN DAM01212

    • CF4 Partner (AR) (28 Jul 2008 to 26 Nov 2008)

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.