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
Show 1 limitation Hide limitations
- · 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.

Alistair John Donaldson
IRN AJD01322
- (1597)CF30 Customer (12 Dec 2011 to 31 Dec 2012)
- (1598)CF1 Director (AR) (12 Dec 2011 to 31 Dec 2012)
Alistair Lawrie
IRN AXL00024
- (1921)CF30 Customer (1 Nov 2007 to 1 Apr 2019)
- (1923)CF1 Director (AR) (27 Nov 2006 to 1 Apr 2019)
- (1922)CF22 Investment Adviser (Trainee) (27 Nov 2006 to 31 Oct 2007)
Allan Bates
IRN AXB01997
- (1109)CF1 Director (AR) (31 Oct 2004 to 4 Oct 2005)
Allan Henry Sorrell Pennington
IRN AHP01036
- (2836)CF1 Director (AR) (31 Oct 2004 to 21 Oct 2010)
Allan Kinnaird
IRN AXK00081
- (2006)CF30 Customer (3 Aug 2009 to 30 Nov 2012)
- (2007)CF22 Investment Adviser (Trainee) (26 Apr 2007 to 31 Oct 2007)
Allan Marlow
IRN AXM00444
- (2434)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Dec 2025)
Allan William Williamson
IRN AWW00011
- (1188)CF30 Customer (1 Nov 2007 to 31 Mar 2008)
- (1191)CF1 Director (AR) (16 Jul 2007 to 31 Mar 2008)
- (1189)CF22 Investment Adviser (Trainee) (25 May 2006 to 31 Oct 2007)
- (1190)CF7 Sole Trader (AR) (25 May 2006 to 31 Jan 2007)
Allanya Jade Booth
IRN AXB00535
- (2323)Appointed representative dealing with clients for which they require qualification (3 Mar 2021 to 10 Apr 2026)
Allen Young
IRN AXY01064
- (1792)CF4 Partner (AR) (4 Jul 2005 to 9 Feb 2009)
Allison Whiteley
IRN AMW00040
- (2695)CF30 Customer (1 Dec 2009 to 20 Dec 2012)
- (2696)CF1 Director (AR) (16 May 2008 to 20 Dec 2012)

Smaller firms operating under this firm's FCA authorisation.

Minerva Financial Services (no longer appointed)
FRN 496323 · Appointed 12 Feb 2009 · Until 27 Jul 2010
C and C Mortgage Services Limited (no longer appointed)
FRN 496327 · Appointed 12 Feb 2009 · Until 30 Nov 2012
Delmor Ltd (no longer appointed)
FRN 496272 · Appointed 11 Feb 2009 · Until 26 Feb 2018
Clariti Limited (no longer appointed)
FRN 496230 · Appointed 10 Feb 2009 · Until 21 Sep 2009
Idemudia Omhenke Obomhense (no longer appointed)
FRN 460900 · Appointed 10 Feb 2009 · Until 31 Dec 2012
SKW Lifetime Financial Planner (no longer appointed)
FRN 496102 · Appointed 9 Feb 2009 · Until 30 Apr 2021
How ? Financial Review (no longer appointed)
FRN 496098 · Appointed 9 Feb 2009 · Until 16 May 2013
PCM Asset Management (no longer appointed)
FRN 496101 · Appointed 9 Feb 2009 · Until 29 Oct 2010
Stuart Lightbody (no longer appointed)
FRN 496046 · Appointed 6 Feb 2009 · Until 28 Sep 2016
Lifestyle Protection Ltd (no longer appointed)
FRN 496050 · Appointed 6 Feb 2009 · Until 16 Apr 2010

Updates to this firm's record on the FCA register.

15 hours ago
controlled function added: (1181)SMF10 Chair of the Risk Committee
15 hours ago
controlled function added: (1180)SMF11 Chair of the Audit Committee
15 hours ago
controlled function added: (1179)CF1 Director (AR)
15 hours ago
controlled function added: (1178)SMF4 Chief Risk
15 hours ago
controlled function added: (1177)SMF16 Compliance Oversight
15 hours ago
controlled function added: (1176)SMF17 Money Laundering Reporting Officer (MLRO)
15 hours ago
controlled function added: (1175)SMF24 Chief Operations
15 hours ago
controlled function added: (1174)SMF5 Head of Internal Audit
15 hours ago
controlled function added: (1173)CF1 Director (AR)
15 hours ago
controlled function added: (1172)Appointed representative dealing with clients for which they require qualification

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.