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.

David Wayne Conway
IRN DWC01084
- (778)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (779)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (780)CF1 Director (AR) (since 17 Jan 2017)
David Whittingham
IRN DXW00001
- (245)CF30 Customer (15 Oct 2010 to 30 Nov 2012)
David William Alexander Morton
IRN DXM00584
- (453)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (454)Appointed representative dealing with clients for which they require qualification (since 5 Sep 2022)
David William Allen
IRN DWA01035
- (760)CF1 Director (AR) (19 Mar 2007 to 31 Jan 2013)
David William Coxon
IRN DWC00018
- (2869)CF30 Customer (1 Nov 2007 to 16 Nov 2012)
- (2870)CF22 Investment Adviser (Trainee) (5 Oct 2007 to 31 Oct 2007)
David William John Cannon
IRN DWC01096
- (75)CF4 Partner (AR) (14 Jan 2005 to 8 Sep 2006)
David William Lawson
IRN DWL00011
- (2880)CF1 Director (AR) (4 Jan 2005 to 23 Dec 2009)
David William Purnell
IRN DXP01443
- (1204)CF4 Partner (AR) (31 Oct 2004 to 10 Jul 2007)
David Wilson
IRN DXW00036
- (398)CF22 Investment Adviser (Trainee) (1 Feb 2005 to 28 Jul 2006)
- (399)CF1 Director (AR) (31 Oct 2004 to 28 Jul 2006)
David Young
IRN DXY01050
- (906)CF1 Director (AR) (6 Oct 2011 to 16 Dec 2015)

Smaller firms operating under this firm's FCA authorisation.

Mortgage Track Ltd (no longer appointed)
FRN 470425 · Appointed 30 Dec 2011 · Until 15 Nov 2013
Gursharan Singh Shehri (no longer appointed)
FRN 571745 · Appointed 22 Dec 2011 · Until 9 Jun 2016
Balbinder Singh Dulai (no longer appointed)
FRN 571725 · Appointed 21 Dec 2011 · Until 9 Jun 2016
Swayne Johnson Limited (no longer appointed)
FRN 571729 · Appointed 21 Dec 2011 · Until 17 Oct 2013
Lorraine McIntyre (no longer appointed)
FRN 571685 · Appointed 21 Dec 2011 · Until 26 Mar 2013
Peter Edwards (no longer appointed)
FRN 571737 · Appointed 21 Dec 2011 · Until 2 Dec 2012
Octagon Financial Services Ltd (no longer appointed)
FRN 571428 · Appointed 19 Dec 2011 · Until 31 Jan 2020
Charlie Webster (no longer appointed)
FRN 571364 · Appointed 19 Dec 2011 · Until 11 May 2022
Key-MS Limited (no longer appointed)
FRN 571340 · Appointed 16 Dec 2011 · Until 24 Dec 2012
Mortgage Doctors (Scotland) Ltd (no longer appointed)
FRN 450208 · Appointed 13 Dec 2011 · Until 10 Jan 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.