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.

Graham Leslie Sayer
IRN GLS01057
- (1004)CF1 Director (AR) (1 Jul 2005 to 30 Oct 2008)
Graham Philip Harfleet
IRN GPH01065
- (1423)CF4 Partner (AR) (18 Mar 2008 to 23 Jan 2010)
Graham Rhys Carver
IRN GRC00006
- (183)CF21 Investment Adviser (8 Nov 2005 to 31 Aug 2006)
- (184)CF1 Director (AR) (1 Jan 2005 to 31 May 2007)
- (182)CF22 Investment Adviser (Trainee) (1 Jan 2005 to 8 Nov 2005)
Graham Richard Birch
IRN GRB00034
- (310)CF30 Customer (28 Apr 2010 to 23 Dec 2010)
Graham Richardson
IRN GXR00092
- (2017)CF1 Director (AR) (15 Jan 2009 to 12 Jul 2013)
- (2015)CF30 Customer (1 Nov 2007 to 12 Jul 2013)
- (2016)CF22 Investment Adviser (Trainee) (4 Oct 2006 to 31 Oct 2007)
Graham Ridgway Opie
IRN GRO00001
- (1803)CF30 Customer (1 Nov 2007 to 25 Oct 2012)
- (1805)CF21 Investment Adviser (27 May 2005 to 31 Oct 2007)
- (1804)CF22 Investment Adviser (Trainee) (29 Dec 2003 to 27 May 2005)
Graham Sampson
IRN GXS00159
- (160)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (161)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Graham Williams
IRN GXW00115
- (670)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Dec 2019)
Grant Lee Evans
IRN GXE00030
- (1982)CF1 Director (AR) (25 May 2011 to 30 Nov 2012)
- (1981)CF30 Customer (3 Feb 2010 to 30 Nov 2012)
Grant Trevor Livingstone
IRN GTL01010
- (2798)CF30 Customer (6 Nov 2009 to 28 Apr 2011)

Smaller firms operating under this firm's FCA authorisation.

HVB Financial Services Limited (no longer appointed)
FRN 715073 · Appointed 26 Aug 2015 · Until 14 Aug 2020
Clear Cut Financial Planning Ltd (no longer appointed)
FRN 603910 · Appointed 11 Aug 2015 · Until 1 Sep 2016
Hendersons Property Services (Yorkshire) Limited (no longer appointed)
FRN 710922 · Appointed 21 Jul 2015 · Until 24 Aug 2022
RSC New Homes Limited (no longer appointed)
FRN 599876 · Appointed 15 Jul 2015 · Until 17 Dec 2021
Land Estate.co.uk Limited (no longer appointed)
FRN 710295 · Appointed 15 Jul 2015 · Until 10 Aug 2022
Paul Hudson (no longer appointed)
FRN 710040 · Appointed 13 Jul 2015 · Until 11 Aug 2022
Insure UK Ltd (no longer appointed)
FRN 515467 · Appointed 7 Jul 2015 · Until 1 Sep 2016
Raymond Hatfield (no longer appointed)
FRN 709123 · Appointed 3 Jul 2015 · Until 11 May 2022
Mark Cattermull (no longer appointed)
FRN 478807 · Appointed 25 Jun 2015 · Until 28 Sep 2016
Lovelle Bacons LLP (no longer appointed)
FRN 707157 · Appointed 18 Jun 2015 · Until 11 Aug 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.