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.

Jez Nijjar
IRN JXN00241
- (2218)Appointed representative dealing with clients for which they require qualification (15 Nov 2022 to 6 Jun 2023)
Jill Alison Turner
IRN JAT00019
- (2960)CF30 Customer (2 Mar 2010 to 31 Dec 2010)
Jill Barras
IRN JXB00014
- (20)CF1 Director (AR) (24 Aug 2007 to 26 Feb 2010)
Jill Patricia Dixon
IRN JPD01161
- (3367)CF4 Partner (AR) (21 Sep 2010 to 17 Jan 2013)
Jill Shirley Pullin
IRN JXP00144
- (541)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (540)21. Advising or arranging (bringing about) equity release transactions
- (542)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Jill-Marie Jeffries
IRN JMJ00003
- (41)CF1 Director (AR) (since 26 Jun 2015)
- (1520)CF4 Partner (AR) (31 Oct 2004 to 20 May 2015)
Joachim Claufice Ursene Mouanda
IRN JXM00814
- (3158)Appointed representative dealing with clients for which they require qualification (1 Feb 2023 to 5 Nov 2024)
Joan Mary Peck
IRN JMP01217
- (271)CF2 Non Executive Director (AR) (6 Jul 2009 to 31 Mar 2016)
Joan Murphy
IRN JXM02368
- (987)CF2 Non Executive Director (AR) (26 May 2011 to 17 Jul 2017)
- (988)CF1 Director (AR) (13 Sep 2005 to 12 May 2011)
Joan Willans
IRN JXW00277
- (2379)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Oct 2020)

Smaller firms operating under this firm's FCA authorisation.

Novum Mortgage Services Limited (no longer appointed)
FRN 926954 · Appointed 13 Dec 2022 · Until 10 Mar 2026
COCONUT MORTGAGES LTD (no longer appointed)
FRN 947469 · Appointed 17 Nov 2022 · Until 26 Oct 2024
Citygate Mortgages Limited (no longer appointed)
FRN 927368 · Appointed 10 Nov 2022 · Until 28 Apr 2026
D S B Financial Limited (no longer appointed)
FRN 986542 · Appointed 3 Nov 2022 · Until 6 Mar 2023
Calculated Financial Services Ltd (no longer appointed)
FRN 983043 · Appointed 11 Sep 2022 · Until 11 May 2026
Enduralife Ltd (no longer appointed)
FRN 595818 · Appointed 30 Aug 2022 · Until 15 Nov 2022
New Roots Finance Ltd (no longer appointed)
FRN 712349 · Appointed 19 Aug 2022 · Until 2 May 2023
Outside The Box Mortgages Ltd (no longer appointed)
FRN 980774 · Appointed 11 Aug 2022 · Until 12 Dec 2023
JJC Financial Ltd (no longer appointed)
FRN 980454 · Appointed 5 Aug 2022 · Until 26 Jul 2024
P Chhokar Properties Ltd (no longer appointed)
FRN 979832 · Appointed 27 Jul 2022 · Until 17 Nov 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.