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.

MD Mansurul Karim
IRN MXK00621
- (2213)Appointed representative dealing with clients for which they require qualification (3 Jun 2024 to 31 Oct 2024)
Madeleine Claire Stinson
IRN MCS01117
- (1032)CF1 Director (AR) (18 Feb 2005 to 7 Feb 2007)
Madelene Rebecca Turner
IRN MRT00014
- (1939)Appointed representative dealing with clients for which they require qualification (11 Jan 2022 to 31 May 2024)
Magda Kujawska
IRN MXK00178
- (2386)Appointed representative dealing with clients for which they require qualification (2 Dec 2020 to 31 Dec 2025)
Maggie Nobbs
IRN MRN01030
- (1697)CF1 Director (AR) (9 Dec 2005 to 7 Jan 2013)
Malcolm Alexander Davidson
IRN MXD01410
- (3368)CF1 Director (AR) (30 Mar 2010 to 28 Nov 2014)
Malcolm Dale Ward
IRN MDW00022
- (2047)CF30 Customer (26 Jun 2008 to 2 Mar 2009)
Malcolm Davies
IRN MXD00035
- (631)CF30 Customer (1 Nov 2007 to 7 Sep 2009)
- (632)CF22 Investment Adviser (Trainee) (29 Apr 2005 to 31 Oct 2007)
- (633)CF1 Director (AR) (31 Oct 2004 to 13 Feb 2012)
Malcolm Dudley William Lacey
IRN MDL01076
- (1086)CF30 Customer (1 Nov 2007 to 10 Apr 2008)
- (1088)CF4 Partner (AR) (8 Jan 2007 to 21 Apr 2008)
- (1087)CF22 Investment Adviser (Trainee) (8 Jan 2007 to 31 Oct 2007)
Malcolm Edwards Desmond
IRN MED01055
- (34)CF1 Director (AR) (31 Oct 2004 to 13 Aug 2009)

Smaller firms operating under this firm's FCA authorisation.

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.