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 Richard Adams
IRN MRA01080
- (834)CF4 Partner (AR) (2 Aug 2007 to 30 Oct 2007)
Mark Richard Bruce
IRN MRB01187
- (1173)CF4 Partner (AR) (31 Oct 2004 to 6 Feb 2013)
Mark Robert Potter
IRN MRP00011
- (3146)CF4 Partner (AR) (19 Jun 2007 to 30 Oct 2007)
Mark Robert Walter Sloan
IRN MRS01164
- (2889)CF30 Customer (14 Dec 2011 to 31 Oct 2012)
- (2890)CF1 Director (AR) (16 Nov 2011 to 1 Apr 2013)
Mark Sacha Orr
IRN MXO83806
- (252)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (253)Appointed representative dealing with clients for which they require qualification (since 17 Nov 2022)
Mark Stanton
IRN MXS00129
- (2561)CF4 Partner (AR) (30 Nov 2010 to 7 May 2015)
- (2562)CF1 Director (AR) (9 Dec 2004 to 29 Nov 2010)
Mark Steinle
IRN MXS02788
- (1573)CF1 Director (AR) (11 Nov 2010 to 13 Mar 2015)
Mark Stephen Carroll
IRN MSC00014
- (2076)CF30 Customer (15 Feb 2010 to 31 Oct 2012)
Mark Tanner
IRN MXT00130
- (2419)Appointed representative dealing with clients for which they require qualification (1 May 2020 to 26 Feb 2021)
Mark Taylor Evans
IRN MTE01008
- (1663)Appointed representative dealing with clients for which they require qualification (2 Sep 2021 to 1 Nov 2023)

Smaller firms operating under this firm's FCA authorisation.

Windsor Hill Mortgages Ltd (no longer appointed)
FRN 923475 · Appointed 7 Mar 2022 · Until 15 Nov 2023
Ash & Co Mortgages Ltd (no longer appointed)
FRN 968706 · Appointed 27 Jan 2022 · Until 29 Nov 2022
Finest Mortgage Solutions Ltd (no longer appointed)
FRN 966922 · Appointed 6 Jan 2022 · Until 28 Feb 2022
Corinthian Mortgage Solutions Ltd (no longer appointed)
FRN 816596 · Appointed 7 Nov 2021 · Until 5 Jul 2024
Batcombe Mortgage Services Ltd (no longer appointed)
FRN 802585 · Appointed 7 Nov 2021 · Until 16 Mar 2026
Hestia FS Ltd (no longer appointed)
FRN 963441 · Appointed 5 Nov 2021 · Until 3 Feb 2022
PC Financial Limited (no longer appointed)
FRN 182135 · Appointed 23 Oct 2021 · Until 6 Sep 2024
Colossus Financial Solutions Ltd (no longer appointed)
FRN 918586 · Appointed 13 Oct 2021 · Until 18 May 2022
PennyMortgages Limited (no longer appointed)
FRN 917996 · Appointed 7 Oct 2021 · Until 15 Mar 2026
Rising Star Financial Services Ltd (no longer appointed)
FRN 924601 · Appointed 30 Sep 2021 · Until 12 Oct 2021

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.