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.

Calvin Rodgers
IRN CXR01496
- (968)CF4 Partner (AR) (28 Apr 2011 to 30 Jun 2014)
Candice Marie Sunderland
IRN CXS00392
- (471)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (472)Appointed representative dealing with clients for which they require qualification (since 22 Jun 2022)
Carl Martyn Smith
IRN CXS00284
- (2315)Appointed representative dealing with clients for which they require qualification (13 Apr 2022 to 2 May 2023)
Carl Max Baker
IRN CMB00007
- (1062)CF30 Customer (1 Nov 2007 to 3 Dec 2010)
- (1063)CF22 Investment Adviser (Trainee) (26 Oct 2007 to 31 Oct 2007)
Carl Steven Hall
IRN CSH01074
- (191)CF1 Director (AR) (2 Sep 2009 to 26 Mar 2010)
Carl Stokes
IRN CXS01530
- (3064)CF1 Director (AR) (23 Oct 2008 to 27 Jul 2012)
Carl Wood
IRN CXW00060
- (1683)CF30 Customer (28 Jun 2010 to 1 Mar 2011)
Carol Ann Cannon
IRN CAC01145
- (74)CF4 Partner (AR) (14 Jan 2005 to 8 Sep 2006)
Carol Ann Parker
IRN CAP01098
- (1244)CF1 Director (AR) (14 Jan 2005 to 10 Feb 2005)
Carol Ann Ross
IRN CAR00012
- (2114)CF30 Customer (27 May 2009 to 30 Nov 2010)

Smaller firms operating under this firm's FCA authorisation.

John Karamouzis (no longer appointed)
FRN 512374 · Appointed 13 Nov 2009 · Until 11 Jan 2011
Lyons Financial Management Ltd (no longer appointed)
FRN 210757 · Appointed 13 Nov 2009 · Until 31 Dec 2012
Jonathan Paine (no longer appointed)
FRN 512410 · Appointed 13 Nov 2009 · Until 28 Jun 2013
Independent One-2-One Ltd (no longer appointed)
FRN 512253 · Appointed 12 Nov 2009 · Until 31 Dec 2012
Christopher Smith (no longer appointed)
FRN 512261 · Appointed 12 Nov 2009 · Until 31 Oct 2012
Money Minders Ltd (no longer appointed)
FRN 512168 · Appointed 11 Nov 2009 · Until 6 Aug 2010
Addition Accountants Ltd (no longer appointed)
FRN 512175 · Appointed 11 Nov 2009 · Until 12 Dec 2013
Barry Hepple (no longer appointed)
FRN 512071 · Appointed 10 Nov 2009 · Until 7 Aug 2013
Rushtons (no longer appointed)
FRN 512032 · Appointed 9 Nov 2009 · Until 7 Aug 2013
Paul Humphreys (no longer appointed)
FRN 511998 · Appointed 9 Nov 2009 · Until 4 Aug 2011

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.