Personal Touch Financial Services Limited

Watch for changes

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.

Balbant Singh Sencee
IRN BXS00211
- (2295)Appointed representative dealing with clients for which they require qualification (28 Apr 2021 to 9 Oct 2023)
Baljit Singh Chokar
IRN BSC01051
- (1134)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1135)Appointed representative dealing with clients for which they require qualification (since 10 Jun 2022)
- (1136)CF1 Director (AR) (since 9 May 2022)
Barbara Mary Jackson
IRN BXJ00026
- (565)CF21 Investment Adviser (1 Dec 2001 to 15 Nov 2002)
Barbara Poole
IRN BXP01225
- (1218)CF4 Partner (AR) (14 Jan 2005 to 6 Nov 2008)
Barrie Inglis Williams
IRN BIW00001
- (394)CF1 Director (AR) (8 Mar 2007 to 31 Mar 2010)
Barrie Richard Prynne Jones
IRN BRJ00004
- (411)CF30 Customer (1 Nov 2007 to 25 Apr 2008)
- (412)CF22 Investment Adviser (Trainee) (14 Mar 2007 to 31 Oct 2007)
Barry Agnew
IRN BXA00046
- (96)CF1 Director (AR) (21 Apr 2009 to 1 Apr 2013)
Barry George Smith
IRN BXS00043
- (715)CF1 Director (AR) (10 Dec 2007 to 29 Jun 2010)
Barry Keith Wise
IRN BXW00080
- (207)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (208)Appointed representative dealing with clients for which they require qualification (since 10 Sep 2024)
Barry Martin-Pitt
IRN BXM00046
- (557)CF1 Director (AR) (4 Nov 2004 to 10 Jun 2005)

Smaller firms operating under this firm's FCA authorisation.

William Watt (no longer appointed)
FRN 411406 · Appointed 8 Jun 2009 · Until 31 Dec 2010
Shelagh Hogg (no longer appointed)
FRN 502092 · Appointed 8 Jun 2009 · Until 30 Apr 2010
David Bonser (no longer appointed)
FRN 502012 · Appointed 5 Jun 2009 · Until 19 May 2010
Roderick Bristow (no longer appointed)
FRN 465087 · Appointed 4 Jun 2009 · Until 31 Jul 2013
Sanctuary Mortgages Ltd (no longer appointed)
FRN 501663 · Appointed 4 Jun 2009 · Until 30 Jun 2010
Sandy Gordon (no longer appointed)
FRN 407281 · Appointed 2 Jun 2009 · Until 31 Mar 2011
Mark Rennicks (no longer appointed)
FRN 481041 · Appointed 2 Jun 2009 · Until 15 Sep 2010
Crystal Advice Limited (no longer appointed)
FRN 501875 · Appointed 2 Jun 2009 · Until 10 Mar 2011
Check Us Out Ltd (no longer appointed)
FRN 501858 · Appointed 2 Jun 2009 · Until 14 Apr 2010
Colin Ellis Property Services (no longer appointed)
FRN 501824 · Appointed 1 Jun 2009 · Until 24 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.