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
Show 1 limitation Hide limitations
- · 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
Show 2 limitations Hide limitations
- · 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
Show 1 limitation Hide limitations
- · 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.

Martin John Magee
IRN MJM01437
- (624)CF30 Customer (29 Nov 2011 to 31 Oct 2012)
Martin John Pitkeathly
IRN MXP00102
- (1450)CF30 Customer (1 Nov 2007 to 14 Jun 2010)
- (1452)CF21 Investment Adviser (27 May 2005 to 31 Oct 2007)
- (1453)CF1 Director (AR) (18 Aug 2004 to 14 Jun 2010)
- (1451)CF22 Investment Adviser (Trainee) (18 Aug 2004 to 27 May 2005)
Martin John Price
IRN MJP00114
- (168)CF1 Director (AR) (31 Oct 2004 to 14 Nov 2008)
Martin Joseph Wyer
IRN MXW00098
- (1037)CF1 Director (AR) (5 Jan 2009 to 13 Nov 2009)
Martin Keith Jones
IRN MKJ01008
- (6)CF1 Director (AR) (7 Oct 2010 to 10 Apr 2012)
Martin Lawson
IRN MXL00131
- (1006)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1007)Appointed representative dealing with clients for which they require qualification (since 1 Nov 2021)
- (1008)CF1 Director (AR) (since 16 Sep 2021)
- (2732)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Oct 2021)
Martin McKendrick
IRN MXM00149
- (942)CF4 Partner (AR) (4 Aug 2005 to 30 Sep 2006)
- (941)CF22 Investment Adviser (Trainee) (4 Aug 2005 to 30 Sep 2006)
Martin Nicholas Stephen North
IRN MNN00002
- (590)CF30 Customer (9 Jul 2010 to 16 Mar 2011)
Martin Paul Igoe
IRN MXI00009
- (424)CF1 Director (AR) (31 Oct 2004 to 25 Aug 2005)
Martin Porter
IRN MXP00198
- (1209)CF30 Customer (21 Jul 2015 to 31 Aug 2017)

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.