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.

David John Carrington
IRN DJC00025
- Responsibility for MCD Intermediation (21 Mar 2016 to 24 Mar 2017)
- Responsible for Insurance Mediation (27 Dec 2012 to 29 Apr 2014)
- CF1 Director (8 Nov 2012 to 24 Mar 2017)
David John Daniell
IRN DJD00043
- CF1 Director (AR) (17 Dec 2010 to 1 Jun 2011)
David John Davies
IRN DXD00226
- Appointed representative dealing with clients for which they require qualification (25 Oct 2021 to 21 Oct 2022)
David John Kirk MacLeod
IRN DJM00140
- CF4 Partner (AR) (13 Dec 2004 to 12 Aug 2011)
David John Morse
IRN DJM00034
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 21. Advising or arranging (bringing about) equity release transactions
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF1 Director (AR) (17 Oct 2012 to 13 Sep 2024)
- CF30 Customer (1 Nov 2007 to 6 Oct 2010)
- CF22 Investment Adviser (Trainee) (10 Aug 2006 to 31 Oct 2007)
David John Plummer
IRN DJP01244
- CF1 Director (AR) (24 Jan 2011 to 30 Dec 2013)
David John Sneddon
IRN DJS00015
- CF1 Director (AR) (31 Oct 2004 to 24 Oct 2005)
David John Stephen Vertannes
IRN DJV01036
- CF1 Director (AR) (25 Jan 2008 to 12 Jul 2011)
David John Walsh
IRN DXW24569
- SMF5 Head of Internal Audit (since 5 May 2020)
David John Wood
IRN DJW00013
- CF1 Director (AR) (31 Oct 2004 to 30 May 2014)

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.