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 Morgan
IRN AXM00318
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- CF1 Director (AR) (since 7 Dec 2020)
- Appointed representative dealing with clients for which they require qualification (since 7 Dec 2020)
Alan Paul Routledge
IRN APR00037
- CF30 Customer (1 Nov 2007 to 21 Aug 2009)
- CF22 Investment Adviser (Trainee) (18 Mar 2005 to 31 Oct 2007)
- CF1 Director (AR) (31 Oct 2004 to 18 Sep 2009)
Alan Randle
IRN AXR00032
- CF1 Director (AR) (2 Mar 2007 to 25 Oct 2011)
Alan Richard Dickson
IRN AXD00063
- CF1 Director (AR) (31 Oct 2004 to 30 Sep 2015)
Alan Robert Michael Carpenter
IRN ARC00018
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Apr 2020)
- CF4 Partner (AR) (31 Jul 2006 to 25 Apr 2008)
Alan Rodrick Thomson Waugh
IRN ARW00052
- CF1 Director (AR) (16 Jun 2011 to 31 Dec 2012)
- CF30 Customer (16 Jun 2011 to 31 Dec 2012)
Alan Steele
IRN AXS00122
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Dec 2020)
Alan Stuart Knight
IRN ASK01028
- CF30 Customer (5 Nov 2008 to 11 Aug 2009)
Alan William Brooks
IRN AWB00007
- CF4 Partner (AR) (31 Oct 2004 to 9 Jan 2006)
Alan William Jones
IRN AWJ01027
- CF1 Director (AR) (24 Apr 2008 to 26 Nov 2008)

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.