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.

Andrea Adair
IRN AXA01013
- (2197)Appointed representative dealing with clients for which they require qualification (31 Jan 2024 to 8 Apr 2024)
Andrea Marie Davies
IRN AMD01136
- (919)CF1 Director (AR) (8 Dec 2006 to 14 Aug 2007)
Andrea Michelle Rozario
IRN AMR01124
- (276)CF1 Director (AR) (23 Nov 2005 to 20 Sep 2006)
Andrea Storey
IRN AXS05099
- (379)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (380)Appointed representative dealing with clients for which they require qualification (since 15 Jan 2024)
Andrew Alexander Lees
IRN AXL00063
- (2866)CF1 Director (AR) (18 Dec 2006 to 3 Apr 2008)
Andrew Arthur Evans
IRN AAE00002
- (1448)CF1 Director (AR) (2 Dec 2008 to 7 Sep 2024)
Andrew Auton
IRN AXA00693
- (1480)CF1 Director (AR) (8 Sep 2022 to 7 Nov 2024)
Andrew Barratt Sale
IRN ABS00016
- (2)CF30 Customer (20 Dec 2011 to 31 Jan 2020)
Andrew Beaton
IRN AXB00433
- (2348)Appointed representative dealing with clients for which they require qualification (28 Jan 2021 to 29 Apr 2022)
Andrew Birch
IRN AXB02374
- (3255)CF10 Compliance Oversight (11 Jun 2013 to 4 Mar 2014)
- (3254)CF11 Money Laundering Reporting (26 Jan 2011 to 4 Mar 2014)

Smaller firms operating under this firm's FCA authorisation.

Chestnut Mortgage Services Limited (no longer appointed)
FRN 414767 · Appointed 29 Apr 2009 · Until 29 Oct 2012
Jump Finance Ltd (no longer appointed)
FRN 500233 · Appointed 29 Apr 2009 · Until 14 Jul 2010
AKL Financial Management Ltd (no longer appointed)
FRN 500231 · Appointed 29 Apr 2009 · Until 31 Dec 2012
Mullen Mortgage Services (no longer appointed)
FRN 409616 · Appointed 28 Apr 2009 · Until 2 Oct 2009
Islam Uddin Nasir (no longer appointed)
FRN 432215 · Appointed 28 Apr 2009 · Until 6 Feb 2013
Personal Touch Independent Financial Management Ltd (no longer appointed)
FRN 500041 · Appointed 27 Apr 2009 · Until 31 Dec 2010
Stephen Mansfield Riley (no longer appointed)
FRN 429605 · Appointed 24 Apr 2009 · Until 1 Apr 2013
Edwards Sumner Fogg Ltd (no longer appointed)
FRN 499831 · Appointed 23 Apr 2009 · Until 23 Mar 2010
Oatlands Mortgage Services (no longer appointed)
FRN 499832 · Appointed 23 Apr 2009 · Until 9 Sep 2016
Daniel Mace Dillon (no longer appointed)
FRN 499774 · Appointed 22 Apr 2009 · Until 26 Feb 2013

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

13 hours ago
controlled function added: (1171)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
13 hours ago
controlled function added: (1170)CF1 Director (AR)
13 hours ago
controlled function added: (1169)Appointed representative dealing with clients for which they require qualification
13 hours ago
controlled function added: (1168)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
13 hours ago
controlled function added: (1167)CF1 Director (AR)
13 hours ago
controlled function added: (1166)Appointed representative dealing with clients for which they require qualification
13 hours ago
controlled function added: (1165)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
13 hours ago
controlled function added: (1164)CF1 Director (AR)
13 hours ago
controlled function added: (1163)Appointed representative dealing with clients for which they require qualification
13 hours ago
controlled function added: (1162)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

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.