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.

James Alexander Berry
IRN JAB01444
- (745)CF1 Director (AR) (29 Jan 2008 to 13 Aug 2009)
James Alexander Gadd
IRN JAG01234
- (813)CF30 Customer (1 Nov 2007 to 9 Feb 2009)
- (814)CF22 Investment Adviser (Trainee) (14 May 2007 to 31 Oct 2007)
James Alexander Paul
IRN JAP00007
- (295)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (296)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (2148)CF30 Customer (8 May 2013 to 18 May 2020)
James Anthony Goodyear
IRN JAG01177
- (1908)Appointed representative dealing with clients for which they require qualification (13 Mar 2020 to 11 May 2020)
James Anthony Richards
IRN JAR01198
- (451)CF4 Partner (AR) (15 Jan 2009 to 22 Sep 2010)
James Antony Haydon
IRN JAH00085
- (2064)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 May 2024)
James Armstrong
IRN JAA01158
- (1623)CF1 Director (AR) (4 Sep 2008 to 31 Aug 2009)
James Benjamin Taulke-Johnson
IRN JBT01038
- (861)CF1 Director (AR) (13 Nov 2006 to 20 Nov 2006)
James Bernard Driver
IRN JBD00025
- (2014)CF1 Director (AR) (20 Mar 2006 to 9 May 2011)
James Blackhurst
IRN JXB00145
- (1776)CF1 Director (AR) (31 Oct 2004 to 11 Apr 2006)

Smaller firms operating under this firm's FCA authorisation.

Louis Taylor Ltd (no longer appointed)
FRN 768298 · Appointed 29 Dec 2016 · Until 11 Aug 2022
Whitman & Co Limited (no longer appointed)
FRN 223487 · Appointed 29 Dec 2016 · Until 22 Jan 2019
Bailey & Staples (no longer appointed)
FRN 766748 · Appointed 8 Dec 2016 · Until 11 May 2022
Christopher Hamriding (no longer appointed)
FRN 766609 · Appointed 7 Dec 2016 · Until 11 Aug 2022
WCCA Ltd (no longer appointed)
FRN 766608 · Appointed 7 Dec 2016 · Until 11 Aug 2022
Craig Alexander (no longer appointed)
FRN 765801 · Appointed 30 Nov 2016 · Until 28 Nov 2022
James Williams Photography Ltd (no longer appointed)
FRN 765730 · Appointed 29 Nov 2016 · Until 11 Aug 2022
Warners Estate Agents (no longer appointed)
FRN 607163 · Appointed 29 Nov 2016 · Until 12 Aug 2022
Bradley Bishop Limited (no longer appointed)
FRN 603929 · Appointed 29 Nov 2016 · Until 11 May 2022
Jason Kleanthous (no longer appointed)
FRN 479868 · Appointed 10 Nov 2016 · Until 13 Oct 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.