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.

Brian Alan Mulvain
IRN BAM00010
- (1960)CF30 Customer (1 Nov 2007 to 28 Feb 2013)
- (1961)CF22 Investment Adviser (Trainee) (31 Jan 2007 to 31 Oct 2007)
Brian Arthur Hazell
IRN BAH01048
- (112)CF1 Director (AR) (31 Oct 2004 to 14 May 2010)
Brian Arthur Marchant
IRN BAM01088
- (1585)CF30 Customer (3 Jul 2009 to 28 Feb 2013)
Brian Charles Christian Wailes
IRN BCW00001
- (40)CF30 Customer (30 Mar 2011 to 31 Dec 2012)
Brian Clifford Brett
IRN BCB00008
- (582)CF30 Customer (1 Nov 2007 to 26 Jan 2010)
- (584)CF21 Investment Adviser (26 Jul 2006 to 31 Oct 2007)
- (583)CF22 Investment Adviser (Trainee) (4 Dec 2004 to 26 Jul 2006)
Brian Dean Sudweeks
IRN BXS00067
- (1736)CF1 Director (AR) (10 Nov 2004 to 14 Oct 2005)
Brian Dobson
IRN BXD00070
- (2393)Appointed representative dealing with clients for which they require qualification (30 Dec 2021 to 30 May 2025)
Brian Douglas Jones
IRN BDJ00005
- (1785)Appointed representative dealing with clients for which they require qualification (28 Nov 2022 to 24 Sep 2024)
Brian George Dusart
IRN BGD01015
- (846)CF1 Director (AR) (23 Oct 2006 to 6 Aug 2010)
Brian James Haworth
IRN BJH01110
- (931)CF4 Partner (AR) (19 May 2006 to 21 May 2008)

Smaller firms operating under this firm's FCA authorisation.

Marina Wynne (no longer appointed)
FRN 512926 · Appointed 18 Nov 2009 · Until 1 Jun 2010
Gavin Hobson (no longer appointed)
FRN 468516 · Appointed 18 Nov 2009 · Until 30 Nov 2012
Ian Gledhill (no longer appointed)
FRN 512580 · Appointed 17 Nov 2009 · Until 7 Aug 2013
Tracey Daniel (no longer appointed)
FRN 512566 · Appointed 17 Nov 2009 · Until 26 Aug 2011
Steven Hems (no longer appointed)
FRN 512480 · Appointed 16 Nov 2009 · Until 23 Sep 2011
Kerry Hollowell (no longer appointed)
FRN 512494 · Appointed 16 Nov 2009 · Until 16 Mar 2011
Martyn Benton (no longer appointed)
FRN 512492 · Appointed 16 Nov 2009 · Until 1 Jun 2010
Joseph Clintworth (no longer appointed)
FRN 512400 · Appointed 13 Nov 2009 · Until 16 Nov 2012
Andrew Paul Holland (no longer appointed)
FRN 512365 · Appointed 13 Nov 2009 · Until 24 Apr 2012
Matthew Randall (no longer appointed)
FRN 512390 · Appointed 13 Nov 2009 · Until 17 Dec 2012

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.