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 Johnson
IRN DXJ00042
- CF1 Director (AR) (9 Oct 2008 to 25 Feb 2011)
David Jonathan Goodman
IRN DXG00027
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- CF1 Director (AR) (since 5 Mar 2024)
- Appointed representative dealing with clients for which they require qualification (since 3 May 2022)
David Keith Bonser
IRN DKB00018
- CF30 Customer (1 Nov 2007 to 22 Jul 2008)
- CF1 Director (AR) (25 May 2007 to 30 Dec 2013)
- CF22 Investment Adviser (Trainee) (25 May 2007 to 31 Oct 2007)
David Keith Marler
IRN DKM00003
- CF1 Director (AR) (2 Nov 2021 to 9 Dec 2022)
David Kenneth Carter
IRN DKC01032
- CF1 Director (AR) (2 Nov 2021 to 9 Nov 2024)
David Kevin Bagshaw
IRN DKB00035
- CF1 Director (AR) (11 Aug 2010 to 21 Jan 2011)
David Kevin Smith
IRN DKS00002
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Nov 2025)
David Lewis
IRN DXL00125
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 27 Feb 2025)
David Marcus Jones
IRN DMJ01049
- CF22 Investment Adviser (Trainee) (18 Feb 2005 to 22 May 2005)
David Mark Brookbank
IRN DMB00016
- CF30 Customer (8 May 2009 to 4 Feb 2011)

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.