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 Michael Mead
IRN DMM01163
- (1447)CF1 Director (AR) (31 Oct 2004 to 2 Sep 2010)
David Miller Brown
IRN DMB00019
- (1127)CF4 Partner (AR) (31 Oct 2004 to 18 Sep 2007)
David Neil John Holley
IRN DNH01037
- (2987)CF1 Director (AR) (30 Aug 2011 to 21 Oct 2013)
- (2986)CF4 Partner (AR) (19 Aug 2010 to 30 Aug 2011)
David Neilan
IRN DXN01157
- (1158)CF1 Director (AR) (12 Nov 2004 to 30 Mar 2007)
David Norval Munro
IRN DNM00006
- (208)CF30 Customer (20 Jan 2011 to 31 Oct 2012)
David Parker
IRN DXP00363
- (2241)Appointed representative dealing with clients for which they require qualification (23 Feb 2022 to 27 Sep 2022)
David Peel
IRN DXP01459
- (1719)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jan 2020)
- (1718)CF30 Customer (9 Jan 2012 to 31 Jan 2020)
David Peter Carmichael
IRN DPC00016
- (492)CF22 Investment Adviser (Trainee) (24 Nov 2004 to 5 Feb 2007)
- (493)CF1 Director (AR) (12 Nov 2004 to 18 Oct 2007)
David Peter Simpson
IRN DPS01156
- (1553)CF30 Customer (19 Feb 2013 to 22 Oct 2013)
David Peter Skinner
IRN DPS01099
- (2932)CF30 Customer (27 Jan 2009 to 26 Oct 2012)
- (2933)CF1 Director (AR) (27 Jan 2009 to 26 Oct 2012)

Smaller firms operating under this firm's FCA authorisation.

Patrick Lennon (no longer appointed)
FRN 553932 · Appointed 21 Jun 2011 · Until 8 Aug 2013
Independent Mortgage Hypermarket Ltd (no longer appointed)
FRN 553838 · Appointed 20 Jun 2011 · Until 22 Sep 2016
Patrick Lennon (no longer appointed)
FRN 553885 · Appointed 20 Jun 2011 · Until 8 Aug 2013
RSC Financial Planning Limited (no longer appointed)
FRN 553607 · Appointed 15 Jun 2011 · Until 14 Jul 2011
Rowan Properties (no longer appointed)
FRN 553616 · Appointed 15 Jun 2011 · Until 19 Mar 2013
Marshall Vizard LLP (no longer appointed)
FRN 424628 · Appointed 15 Jun 2011 · Until 8 Aug 2013
Agnew Mitchell & Cairns Limited (no longer appointed)
FRN 553619 · Appointed 15 Jun 2011 · Until 8 Aug 2013
Helen Margaret McKay (no longer appointed)
FRN 553554 · Appointed 14 Jun 2011 · Until 10 Aug 2022
Ace Financial Solutions (no longer appointed)
FRN 490108 · Appointed 13 Jun 2011 · Until 31 Dec 2012
Chariot Estates Ltd (no longer appointed)
FRN 500378 · Appointed 9 Jun 2011 · Until 28 Sep 2016

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.