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
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
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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.

Ian Anthony Symmonds
IRN IAS01066
- (2701)CF1 Director (AR) (20 Aug 2009 to 31 May 2016)
Ian Armstrong
IRN IXA00009
- (961)Appointed representative dealing with clients for which they require qualification (20 Dec 2019 to 20 Mar 2020)
Ian Charles Hubbard
IRN ICH00006
- (248)CF30 Customer (1 Nov 2007 to 17 Dec 2012)
- (249)CF22 Investment Adviser (Trainee) (30 May 2007 to 31 Oct 2007)
- (250)CF1 Director (AR) (30 May 2007 to 17 Dec 2012)
Ian Christopher Loveless
IRN ICL00009
- (3060)CF1 Director (AR) (6 Nov 2012 to 30 Sep 2013)
- (3059)CF30 Customer (10 Nov 2011 to 30 Sep 2013)
Ian Crossley Miller
IRN ICM01038
- (926)CF1 Director (AR) (5 Feb 2007 to 2 Jun 2008)
Ian David Lambert
IRN IDL00005
- (1862)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Jul 2024)
- (1863)CF1 Director (AR) (14 Aug 2019 to 19 Jul 2024)
Ian David Ratcliffe
IRN IDR00008
- (922)CF30 Customer (18 Nov 2009 to 9 Jul 2010)
Ian David Smith
IRN IDS01043
- (1242)CF1 Director (AR) (14 Jan 2005 to 21 Apr 2005)
Ian Dennis Lewin
IRN IDL01029
- (672)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (673)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (674)CF1 Director (AR) (since 25 Jan 2008)
Ian Driscoll
IRN IMD00012
- (371)CF1 Director (AR) (31 Oct 2004 to 12 Nov 2008)

Smaller firms operating under this firm's FCA authorisation.

Yordon Limited (no longer appointed)
FRN 616548 · Appointed 24 Nov 2014 · Until 5 Mar 2015
Majors Accounts & Co Ltd (no longer appointed)
FRN 655086 · Appointed 21 Nov 2014 · Until 3 Feb 2016
Dreamweaver Studios Ltd (no longer appointed)
FRN 655088 · Appointed 21 Nov 2014 · Until 10 Aug 2022
James MacFarlane (no longer appointed)
FRN 654913 · Appointed 20 Nov 2014 · Until 10 Aug 2022
First Choice Estate Agents Forest Hall Limited (no longer appointed)
FRN 654618 · Appointed 18 Nov 2014 · Until 23 Jan 2015
Lee Tonks (no longer appointed)
FRN 653435 · Appointed 10 Nov 2014 · Until 2 Apr 2015
Carter Williams Limited (no longer appointed)
FRN 652439 · Appointed 30 Oct 2014 · Until 25 Oct 2016
McParland Williams Ltd (no longer appointed)
FRN 457131 · Appointed 29 Oct 2014 · Until 31 May 2016
Gazand Properties Ltd (no longer appointed)
FRN 648772 · Appointed 2 Oct 2014 · Until 15 Dec 2016
G.P.N.M South West Limited (no longer appointed)
FRN 581769 · Appointed 1 Oct 2014 · Until 23 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.