Personal Touch Financial Services Limited

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Addresses

The contact details this firm has registered with the FCA.

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
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- · 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
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- · 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
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- · Limited to the provision of credit information services with no credit repair (as defined by 89A(3)(c) & (d) Regulated Activities Order).

Senior staff personally approved by the FCA to hold their roles here.

Claire Elizabeth Coates
IRN CEC01061
- (1117)CF2 Non Executive Director (AR) (20 Jul 2010 to 18 Jan 2011)
- (1118)CF1 Director (AR) (15 Feb 2007 to 19 Jul 2010)
Claire Huntley
IRN CXH01601
- (790)CF1 Director (AR) (11 Jul 2007 to 21 Nov 2011)
Claire Mary Taylor
IRN CMT01071
- (855)CF1 Director (AR) (7 Mar 2007 to 22 Oct 2010)
Claire Smith
IRN CXS01706
- (740)CF1 Director (AR) (18 Oct 2007 to 22 Aug 2011)
Claire Towe
IRN CXT00365
- (17)CF1 Director (AR) (since 22 Nov 2022)
Claire Wheeler
IRN CXW00147
- (2402)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Mar 2021)
Claire Wilkinson
IRN CXW68460
- (2501)Appointed representative dealing with clients for which they require qualification (1 Sep 2023 to 14 Aug 2025)
Clara Downton
IRN CXD00118
- (3098)Appointed representative dealing with clients for which they require qualification (18 Aug 2020 to 21 Apr 2021)
Clare Kinson
IRN CXK01195
- (1005)CF1 Director (AR) (6 Sep 2005 to 25 Apr 2008)
Clare Mercer
IRN CXM00757
- (1305)CF1 Director (AR) (14 Sep 2022 to 17 Oct 2022)

Smaller firms operating under this firm's FCA authorisation.

Darren Rowe Limited (no longer appointed)
FRN 536819 · Appointed 29 Nov 2010 · Until 12 Dec 2013
Leonard Brown (no longer appointed)
FRN 536488 · Appointed 23 Nov 2010 · Until 7 Aug 2013
Alan Carpenter Mortgages (no longer appointed)
FRN 183613 · Appointed 23 Nov 2010 · Until 30 Apr 2020
Arvin Estates Limited (no longer appointed)
FRN 536145 · Appointed 22 Nov 2010 · Until 7 Aug 2013
Dewi Jones (no longer appointed)
FRN 536109 · Appointed 18 Nov 2010 · Until 8 Mar 2013
Thomas Calvert (no longer appointed)
FRN 536059 · Appointed 17 Nov 2010 · Until 31 Oct 2012
Christine Williams (no longer appointed)
FRN 536044 · Appointed 17 Nov 2010 · Until 8 May 2018
Rickard 1936 Ltd (no longer appointed)
FRN 535623 · Appointed 11 Nov 2010 · Until 7 Aug 2013
Positively Mortgages & Investments (no longer appointed)
FRN 480106 · Appointed 10 Nov 2010 · Until 10 Mar 2011
Lifestyle Management Consultants (no longer appointed)
FRN 535472 · Appointed 10 Nov 2010 · Until 26 Aug 2022

Updates to this firm's record on the FCA register.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.