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.

Marc Hammond
IRN MXH00195
- (246)CF1 Director (AR) (28 Oct 2004 to 31 Oct 2004)
Marc McGreevy
IRN MAM01185
- (2625)CF1 Director (AR) (4 Sep 2008 to 13 Apr 2010)
- (2624)CF30 Customer (22 Feb 2008 to 13 Apr 2010)
Marcus Anthony Karim
IRN MAK00038
- (114)CF1 Director (AR) (29 Jun 2005 to 15 May 2009)
Marcus James Mitchell
IRN MJM01469
- (1570)CF1 Director (AR) (17 Jun 2020 to 12 Jun 2024)
- (1569)Appointed representative dealing with clients for which they require qualification (17 Jun 2020 to 12 Jun 2024)
Marcus Lytle
IRN MXL00134
- (2366)Appointed representative dealing with clients for which they require qualification (7 Apr 2020 to 6 Aug 2020)
Marcus Scott Lee Harrison
IRN MSH01118
- (706)CF4 Partner (AR) (3 Jun 2008 to 20 Jun 2008)
Margaret Marshall
IRN MXM01987
- (1122)CF1 Director (AR) (14 Jan 2005 to 18 Dec 2007)
Margaret Stella Alston
IRN MSA01070
- (72)CF2 Non Executive Director (AR) (15 Mar 2011 to 22 Mar 2011)
- (73)CF1 Director (AR) (22 Oct 2007 to 15 Mar 2011)
Margaret Wright
IRN MXW01661
- (1041)CF1 Director (AR) (22 Feb 2005 to 10 Apr 2006)
Maria Dankova
IRN MXD00730
- (389)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (390)Appointed representative dealing with clients for which they require qualification (since 12 Feb 2024)

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.