Personal Touch Financial Services Limited

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
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 Retail (Non-Investment Insurance), Commercial, 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.

Mark Alan Gill
IRN MAG01136
- (1732)CF30 Customer (15 Jun 2012 to 31 Dec 2012)
Mark Alan Piper
IRN MAP01204
- (237)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (238)Appointed representative dealing with clients for which they require qualification (since 3 Jul 2023)
Mark Andrew English
IRN MAE01076
- (25)CF1 Director (AR) (21 Sep 2006 to 23 Jan 2010)
- (24)CF4 Partner (AR) (31 Oct 2004 to 6 Oct 2005)
Mark Andrew Wheatley
IRN MAW00035
- (1880)CF1 Director (AR) (22 Mar 2007 to 12 Jun 2008)
Mark Blair
IRN MXB02156
- (712)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (711)21. Advising or arranging (bringing about) equity release transactions
- (713)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (714)CF1 Director (AR) (since 2 Mar 2007)
Mark Botfield
IRN MXB02070
- (28)CF1 Director (AR) (31 Oct 2004 to 1 Jul 2005)
Mark Brayshay
IRN MXB03009
- (1559)CF30 Customer (13 Jul 2012 to 3 Oct 2018)
Mark Brindle
IRN MXB00010
- (1255)CF30 Customer (13 Mar 2012 to 28 May 2014)
Mark Bull
IRN MXB00073
- (2640)CF30 Customer (1 Nov 2007 to 2 Oct 2012)
- (2642)CF1 Director (AR) (8 Feb 2007 to 2 Oct 2012)
- (2641)CF22 Investment Adviser (Trainee) (8 Feb 2007 to 31 Oct 2007)
Mark Clifford Jenner
IRN MCJ00003
- (2923)CF30 Customer (1 Nov 2007 to 3 Jan 2008)
- (2924)CF22 Investment Adviser (Trainee) (10 Aug 2006 to 31 Oct 2007)

Smaller firms operating under this firm's FCA authorisation.

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.