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.

Alan Budzynski
IRN AXB00419
- (837)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Apr 2020)
Alan Christopher Murray
IRN ACM01157
- (1417)CF1 Director (AR) (3 Nov 2008 to 10 Jun 2013)
Alan Cooper
IRN AXC00107
- (1133)CF30 Customer (29 Apr 2013 to 31 Jul 2014)
Alan David Elsom
IRN ADE01048
- (1543)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Apr 2021)
- (1544)CF1 Director (AR) (1 Aug 2016 to 3 May 2017)
Alan Edward Telford
IRN AET00013
- (1210)CF22 Investment Adviser (Trainee) (8 Aug 2005 to 6 Feb 2007)
Alan Gordon Mills
IRN AGM01146
- (376)CF1 Director (AR) (1 Jun 2009 to 30 Jun 2010)
Alan Hewitt
IRN AXH00203
- (2471)Appointed representative dealing with clients for which they require qualification (21 Nov 2022 to 5 Jun 2023)
Alan Hood
IRN AXH00033
- (915)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (916)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (917)CF1 Director (AR) (since 26 May 2010)
Alan Hudson
IRN AXH00121
- (1091)CF4 Partner (AR) (23 Oct 2006 to 29 Feb 2008)
Alan James Gardiner
IRN AJG01419
- (1535)CF1 Director (AR) (29 Jul 2022 to 1 Sep 2022)

Smaller firms operating under this firm's FCA authorisation.

CIL Stewart Financial Ltd (no longer appointed)
FRN 491718 · Appointed 20 Nov 2008 · Until 25 Jun 2010
Key Financial Associates Limited (no longer appointed)
FRN 491560 · Appointed 17 Nov 2008 · Until 7 Sep 2024
UK Commercial Mortgages Ltd (no longer appointed)
FRN 491430 · Appointed 13 Nov 2008 · Until 29 Jul 2009
BST Mortgages (no longer appointed)
FRN 450130 · Appointed 13 Nov 2008 · Until 30 Sep 2011
Mortgage Essentials (UK) Ltd (no longer appointed)
FRN 491433 · Appointed 13 Nov 2008 · Until 18 Feb 2013
Moneybrain (BB) Ltd (no longer appointed)
FRN 470560 · Appointed 12 Nov 2008 · Until 3 Apr 2009
Nesbitt Associates (no longer appointed)
FRN 215697 · Appointed 11 Nov 2008 · Until 17 May 2010
Network Mortgages (South East) Ltd (no longer appointed)
FRN 491236 · Appointed 10 Nov 2008 · Until 6 May 2024
Ross Thomson Mortgages (no longer appointed)
FRN 491235 · Appointed 10 Nov 2008 · Until 10 Mar 2011
Financial Solutions (no longer appointed)
FRN 472053 · Appointed 10 Nov 2008 · Until 13 Aug 2009

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

15 hours ago
controlled function added: (1171)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
15 hours ago
controlled function added: (1170)CF1 Director (AR)
15 hours ago
controlled function added: (1169)Appointed representative dealing with clients for which they require qualification
15 hours ago
controlled function added: (1168)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
15 hours ago
controlled function added: (1167)CF1 Director (AR)
15 hours ago
controlled function added: (1166)Appointed representative dealing with clients for which they require qualification
15 hours ago
controlled function added: (1165)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
15 hours ago
controlled function added: (1164)CF1 Director (AR)
15 hours ago
controlled function added: (1163)Appointed representative dealing with clients for which they require qualification
15 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.