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
Show 2 limitations Hide limitations
- · 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.

Davinder Singh Sandhu
IRN DSS01065
- (3114)CF30 Customer (2 Oct 2008 to 28 Oct 2012)
- (3115)CF1 Director (AR) (16 Jun 2005 to 23 Jan 2015)
Dawn April Coe
IRN DXC00197
- (2403)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Jul 2025)
Dawn Bromley Murphy
IRN DXM00594
- (1318)CF1 Director (AR) (21 Dec 2021 to 13 Sep 2024)
Dawn Elizabeth Scottorn
IRN DEP01066
- (1487)CF4 Partner (AR) (23 Mar 2011 to 3 Oct 2012)
Dean Manton
IRN DAM00033
- (1682)CF30 Customer (17 May 2010 to 21 May 2010)
Dean Notman
IRN DXN00045
- (62)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (63)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Debbie Bowerman
IRN DXB00268
- (3169)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Nov 2023)
Deborah Ann Jones
IRN DAJ01091
- (3248)CF1 Director (AR) (20 Apr 2012 to 19 May 2014)
Deborah Elizabeth McKendrick
IRN DEM01051
- (498)CF4 Partner (AR) (29 Jul 2005 to 30 Sep 2006)
Deborah June Lloyd-Smith
IRN DJC00153
- (912)CF1 Director (AR) (5 Feb 2008 to 31 Mar 2010)

Smaller firms operating under this firm's FCA authorisation.

Tudor Asset Management Ltd (no longer appointed)
FRN 573518 · Appointed 25 Jan 2012 · Until 8 Aug 2013
Terence Stevens (no longer appointed)
FRN 497474 · Appointed 17 Jan 2012 · Until 22 Oct 2012
Redbrick Solutions (UK) Ltd (no longer appointed)
FRN 488625 · Appointed 16 Jan 2012 · Until 29 Jun 2015
Ashview Estates (no longer appointed)
FRN 569551 · Appointed 13 Jan 2012 · Until 8 Aug 2013
Steve Kozlowski (no longer appointed)
FRN 572585 · Appointed 13 Jan 2012 · Until 26 Sep 2016
Excellence Mortgage Services Limited (no longer appointed)
FRN 412197 · Appointed 11 Jan 2012 · Until 29 Oct 2012
Oracle Financial Management Ltd (no longer appointed)
FRN 477760 · Appointed 11 Jan 2012 · Until 31 Jan 2013
Olympus Financial Services Limited (no longer appointed)
FRN 572305 · Appointed 9 Jan 2012 · Until 3 Sep 2013
Right Estate Agents Ltd (no longer appointed)
FRN 572280 · Appointed 6 Jan 2012 · Until 9 Jun 2016
WJ McClelland Company (no longer appointed)
FRN 157083 · Appointed 3 Jan 2012 · Until 8 Aug 2013

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

10 hours ago
controlled function added: (1181)SMF10 Chair of the Risk Committee
10 hours ago
controlled function added: (1180)SMF11 Chair of the Audit Committee
10 hours ago
controlled function added: (1179)CF1 Director (AR)
10 hours ago
controlled function added: (1178)SMF4 Chief Risk
10 hours ago
controlled function added: (1177)SMF16 Compliance Oversight
10 hours ago
controlled function added: (1176)SMF17 Money Laundering Reporting Officer (MLRO)
10 hours ago
controlled function added: (1175)SMF24 Chief Operations
10 hours ago
controlled function added: (1174)SMF5 Head of Internal Audit
10 hours ago
controlled function added: (1173)CF1 Director (AR)
10 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.