Personal Touch Financial Solutions

Restricted - Whole of Market  19 Stoneleigh Avenue, Coventry, West Midlands, CV5 6DA
First meeting at adviser's own cost
Experienced adviser in retirement options, pensions, investments, Equity release, protection. Also mortgages from a comprehensive range of mortgage providers. Update on Coronavirus The office remains open. If you have an appointment booked or are thinking of booking one soon, I am happy and able to conduct a telephone; Zoom; Skype or factime consultation. Please email me or phone <phone number hidden> / <phone number hidden> to arrange this. We are keeping a close eye on advice from the Government and the World Health Organisation. If you are showing symptoms of the virus, including a continuous cough or fever, if you have been in close contact with someone confirmed to have the virus, or if you have recently travelled to a highly affected area, please do not come to the office. Contact us to arrange a remote session instead.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Equity release
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Flexible mortgages
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Taxation planning
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Commercial mortgages
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
Response rating
7.0/10
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FCA authorised
Last authorised 14th June 2021
Meet our advisers
MR Tony Rossborough DIP PFS
Financial Adviser & Mortgage Broker

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assessed specialist supervisory knowledge and skills in the regulatory environment.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

What our clients say
Tony explained the benefits and risks of the product(s) recommended in a clear way that was easily understood. Asked me questions about my personal and financial circumstances and my long and short term objectives/goal before making a recommendation. I would be happy to recommend the adviser to my family and/or friends
James Coady, Coventry
The adviser kept me informed before , during and after the sale. The adviser presented and explained the documents which detailed the types and costs of the services that were available. The adviser asked me questions about my personal and financial circumstances and my long and short term objectives/goal before making a recommendation. I would be happy to recommend the adviser to my family and/or friends
Michael Smith, Coventry
My adviser was very good at what he does and everything was very clear. He was polite and friendly and I would recommend him anytime.
Robert Crutchlow, Coventry
We found Tony friendly, well informed and he made the whole process hassle free. We would recommend him to our closest friends in an instant. Thank you Tony
Iain Wallace, Birmingham
On making the recommendation, the adviser explained the benefits and risks of the product(s) recommended in a clear way that was easily understood. I understand how the product recommended meets my objectives/goals and why it was recommended. I would be happy to recommend the adviser to my family and/or friends
Hanna Monkman, Coventry
Very quick to responding to questions and queries. Nothing too much trouble especially when all the financial jargon is sometimes lost on me.
Steve Archer, Cornwall
On making the recommendation, the adviser explained the benefits and risks of the product(s) recommended in a clear way that was easily understood. I would be happy to recommend the adviser to my family and/or friends
John Courtney, Coventry
Very good and professional service. Would have no problem with recommending Tony to my friends and colleagues.
Austin Hannon, Coventry
About us

Tony Rossborough of Streets Insurance Services Ltd T/A Personal Touch Financial Solutions is able to offer a complete financial planning service. Our aim is to ensure our clients short term and long term needs are catered for. To arrange a no obligation meeting please call Tony on <phone number hidden> or <phone number hidden> or <email address hidden>

Streets Insurance Services Limited T/A Personal Touch Financial Solutions is authorised and regulated by the Financial Conduct Authority (FCA). - YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE

Our services

Provide excellent client service and advice

We are passionate about helping clients achieve and maintain their financial independence so they can retire when they choose.

Regardless of age, financial and retirement planning is a key focus. Our goal is to assist you achieving financial independence and maintaining your lifestyle into retirement and beyond.

We look at the whole picture and make sure we address all of your financial needs, even those which you may not have considered.

Where to find us
Head office address: 19 Stoneleigh Avenue, Earlsdon, Coventry, West Midlands, CV5 6DA
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Streets Insurance Services Ltd is authorised and regulated by the Financial Conduct Authority (FCA).
Our firm is included on the Financial Services Register under registration number 844644. You can check this via the FCA website <url hidden> or by calling them on <phone number hidden>.
The contact address for the FCA is 12 Endeavour Square, London, EC20 1JN.

We are authorised to advise and make arrangements in relation to investments, pensions, pension transfers, mortgages, life and health insurance, general insurance and to carry out credit broking

Response rating
7.0/10
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FCA authorised
Last authorised 14th June 2021

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