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.

Adetokunbo Aderemi Bello
IRN AXB00035
- (663)CF1 Director (AR) (28 Feb 2005 to 14 Nov 2008)
Adrian Berry
IRN AXB48036
- (1342)CF1 Director (AR) (27 Mar 2020 to 31 Mar 2022)
Adrian Douglas Muttitt
IRN ADM01266
- (606)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (607)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (608)CF1 Director (AR) (since 9 Apr 2014)
Adrian James Arbour
IRN AJA01180
- (634)CF4 Partner (AR) (17 Jul 2008 to 30 Sep 2008)
Adrian John Hill
IRN AJH00073
- (3271)CF1 Director (AR) (5 Jan 2012 to 31 Jan 2020)
- (3270)CF30 Customer (5 Jan 2012 to 31 Dec 2012)
Adrian Lewis Game
IRN ALG01035
- (1514)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Nov 2022)
- (1515)CF1 Director (AR) (5 Apr 2018 to 14 Mar 2023)
Adrian Michael Howe
IRN AMH00040
- (55)CF30 Customer (28 Nov 2011 to 30 Sep 2013)
Adrian Robert Tallon
IRN ART00018
- (1000)CF1 Director (AR) (18 Jun 2009 to 1 Apr 2011)
Adrian Wayne Wilkins
IRN AWW00013
- (420)CF30 Customer (1 Nov 2007 to 17 Oct 2008)
- (421)CF22 Investment Adviser (Trainee) (16 Nov 2006 to 31 Oct 2007)
- (422)CF1 Director (AR) (13 Oct 2006 to 15 May 2009)
Aftab Baig
IRN AXB00416
- (557)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (558)Appointed representative dealing with clients for which they require qualification (since 10 Nov 2020)

Smaller firms operating under this firm's FCA authorisation.

Ripley Services Ltd (no longer appointed)
FRN 401983 · Appointed 7 Nov 2008 · Until 5 Nov 2010
Property Solutions & Finance (no longer appointed)
FRN 491199 · Appointed 7 Nov 2008 · Until 10 Nov 2010
Acumen First Ltd (no longer appointed)
FRN 491216 · Appointed 7 Nov 2008 · Until 25 Feb 2011
Quantum Financial Planning Ltd (no longer appointed)
FRN 481728 · Appointed 7 Nov 2008 · Until 30 Oct 2009
J P Mortgages Ltd (no longer appointed)
FRN 491047 · Appointed 5 Nov 2008 · Until 20 Oct 2011
Tailored Property Finance Ltd (no longer appointed)
FRN 473324 · Appointed 5 Nov 2008 · Until 19 Dec 2008
Alpha Mortgage Solutions Limited (no longer appointed)
FRN 491021 · Appointed 4 Nov 2008 · Until 12 Oct 2009
J. Osborne Healthcare Ltd (no longer appointed)
FRN 491020 · Appointed 4 Nov 2008 · Until 7 Aug 2009
The Mortgage Shop- (no longer appointed)
FRN 417583 · Appointed 3 Nov 2008 · Until 12 Feb 2009
Mortgage Services Wales (no longer appointed)
FRN 482541 · Appointed 3 Nov 2008 · Until 1 Jun 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.