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
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
Buy-to-Let Start Date
Buy-to-Let Status
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 Commercial, Retail (Non-Investment Insurance), 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.

Jack Johnson
IRN JXJ00020
- (235)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (236)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2024)
Jack Richardson
IRN JXR01651
- (2604)CF1 Director (AR) (11 Oct 2012 to 20 Nov 2012)
- (2602)CF30 Customer (10 Nov 2009 to 31 Oct 2012)
- (2603)CF4 Partner (AR) (13 May 2009 to 11 Oct 2012)
Jack Wakefield
IRN JXW00697
- (2230)Appointed representative dealing with clients for which they require qualification (6 May 2022 to 19 Aug 2022)
Jackie Anne Drake
IRN JAD01210
- (49)CF1 Director (AR) (24 Nov 2006 to 1 Feb 2008)
Jacob Weekes
IRN JXW00493
- (2298)Appointed representative dealing with clients for which they require qualification (20 Jul 2022 to 21 Apr 2023)
Jacqueline Ann Gardner
IRN JAC01335
- (3324)CF1 Director (AR) (8 Nov 2005 to 17 Dec 2012)
Jacqueline Ann Tatam
IRN JAT01158
- (146)CF2 Non Executive Director (AR) (30 Apr 2010 to 31 Oct 2012)
Jacqueline Carol Mansfield
IRN JCM01199
- (1078)CF1 Director (AR) (13 Dec 2004 to 13 Dec 2004)
Jacqueline Doxey
IRN JXD01663
- (1165)CF1 Director (AR) (31 Jul 2007 to 23 Aug 2010)
Jacqueline Fitzpatrick
IRN JXF00097
- (1840)Appointed representative dealing with clients for which they require qualification (13 Mar 2020 to 11 May 2020)
- (1838)CF30 Customer (1 Nov 2007 to 11 May 2020)
- (1839)CF22 Investment Adviser (Trainee) (30 Oct 2007 to 31 Oct 2007)

Smaller firms operating under this firm's FCA authorisation.

Keppie Massie Residential Limited (no longer appointed)
FRN 498242 · Appointed 21 Oct 2016 · Until 31 Mar 2017
Keenans Estate Agents Ltd (no longer appointed)
FRN 580014 · Appointed 21 Oct 2016 · Until 23 Aug 2022
Bazely & Co Ltd (no longer appointed)
FRN 762328 · Appointed 20 Oct 2016 · Until 24 Aug 2022
Smartmove Finance Ltd (no longer appointed)
FRN 434483 · Appointed 20 Oct 2016 · Until 3 Feb 2021
Kevin Smith (no longer appointed)
FRN 762230 · Appointed 20 Oct 2016 · Until 8 May 2018
Hamnett Hayward (Thame) Ltd (no longer appointed)
FRN 762348 · Appointed 20 Oct 2016 · Until 24 Aug 2022
Barney Kitchingman (no longer appointed)
FRN 761082 · Appointed 13 Oct 2016 · Until 8 May 2018
Paul Tomlin (no longer appointed)
FRN 761081 · Appointed 13 Oct 2016 · Until 8 May 2018
Robert Brinkley (no longer appointed)
FRN 761069 · Appointed 13 Oct 2016 · Until 17 Nov 2022
Bernard Peers (no longer appointed)
FRN 540748 · Appointed 13 Oct 2016 · Until 7 Feb 2019

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.