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.

Andrew Reece Oakes
IRN ARO01017
- 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)
- CF4 Partner (AR) (6 May 2010 to 6 Feb 2013)
Andrew Robert Frank Brabham-Neil
IRN ARB00039
- CF30 Customer (22 Jul 2009 to 21 Oct 2010)
- CF1 Director (AR) (23 May 2006 to 10 Jun 2011)
Andrew Roberts
IRN AXR00261
- Appointed representative dealing with clients for which they require qualification (2 Nov 2021 to 9 Nov 2024)
Andrew Simon Glassbrook
IRN ASG00007
- CF2 Non Executive Director (AR) (15 Apr 2008 to 16 Jan 2010)
Andrew Smith
IRN AMS01321
- CF30 Customer (3 Mar 2010 to 9 Jan 2012)
Andrew Smith
IRN AMS01258
- CF1 Director (AR) (26 Jan 2006 to 11 Nov 2013)
Andrew Stevens
IRN ALS00029
- 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 24 Jul 2023)
- CF1 Director (AR) (since 27 Mar 2023)
Andrew Stuart Peers
IRN ASP01055
- CF1 Director (AR) (31 Oct 2004 to 15 Mar 2006)
Andrew Taylor
IRN AXT00113
- CF22 Investment Adviser (Trainee) (1 Dec 2004 to 21 Oct 2005)
Andrew Thomas McArdle
IRN ATM00016
- CF30 Customer (1 Nov 2007 to 15 Apr 2011)
- CF22 Investment Adviser (Trainee) (17 May 2007 to 31 Oct 2007)
- CF4 Partner (AR) (17 May 2007 to 15 Apr 2011)

Smaller firms operating under this firm's FCA authorisation.

Select Life & Mortgages Ltd (no longer appointed)
FRN 524874 · Appointed 27 May 2010 · Until 17 May 2013
Aidan J Reed Ltd (no longer appointed)
FRN 524870 · Appointed 27 May 2010 · Until 7 Aug 2013
Jeffries & Partners Limited (no longer appointed)
FRN 224739 · Appointed 24 May 2010 · Until 11 Aug 2022
Vanilla Life Ltd (no longer appointed)
FRN 524420 · Appointed 21 May 2010 · Until 12 Nov 2012
Brendan Headley (no longer appointed)
FRN 524489 · Appointed 21 May 2010 · Until 30 Apr 2014
Neil Gourlay (no longer appointed)
FRN 524398 · Appointed 20 May 2010 · Until 7 Aug 2013
Mortgage Managers Limited (no longer appointed)
FRN 411614 · Appointed 19 May 2010 · Until 4 Mar 2011
Kate Raybould (no longer appointed)
FRN 524185 · Appointed 18 May 2010 · Until 11 Feb 2011
John Rigney (no longer appointed)
FRN 524021 · Appointed 17 May 2010 · Until 31 Dec 2014
John Barnett (no longer appointed)
FRN 523884 · Appointed 14 May 2010 · Until 21 Sep 2012

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.