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.

James Powell
IRN JXP00269
- Appointed representative dealing with clients for which they require qualification (5 Dec 2023 to 8 Feb 2024)
James Reynolds
IRN JXR01524
- CF1 Director (AR) (14 Oct 2009 to 19 Aug 2011)
James Schofield
IRN JXS12717
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 Feb 2023)
- CF1 Director (AR) (22 Mar 2019 to 20 Feb 2023)
James Scott
IRN JXS00360
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
James Stanley Pendreich
IRN JSP00014
- CF1 Director (AR) (5 Feb 2007 to 10 Feb 2026)
James Stephen Old
IRN JSO01021
- CF1 Director (AR) (7 Dec 2006 to 26 Jul 2013)
James Steven Ernest Hinchcliffe
IRN JSH01142
- CF30 Customer (1 Nov 2007 to 11 Dec 2008)
- CF22 Investment Adviser (Trainee) (5 Jul 2007 to 31 Oct 2007)
James Stokes
IRN JXS01975
- CF4 Partner (AR) (28 May 2010 to 28 Feb 2013)
James Stuart McPhail
IRN JSM00004
- CF1 Director (AR) (24 Nov 2005 to 1 Feb 2007)
James Telford Moore
IRN JTM01069
- CF30 Customer (1 Nov 2007 to 28 May 2010)
- CF22 Investment Adviser (Trainee) (26 Sep 2007 to 31 Oct 2007)

Smaller firms operating under this firm's FCA authorisation.

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

No changes recorded yet.

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.