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.

Claire Elizabeth Coates
IRN CEC01061
- (1117)CF2 Non Executive Director (AR) (20 Jul 2010 to 18 Jan 2011)
- (1118)CF1 Director (AR) (15 Feb 2007 to 19 Jul 2010)
Claire Huntley
IRN CXH01601
- (790)CF1 Director (AR) (11 Jul 2007 to 21 Nov 2011)
Claire Mary Taylor
IRN CMT01071
- (855)CF1 Director (AR) (7 Mar 2007 to 22 Oct 2010)
Claire Smith
IRN CXS01706
- (740)CF1 Director (AR) (18 Oct 2007 to 22 Aug 2011)
Claire Towe
IRN CXT00365
- (17)CF1 Director (AR) (since 22 Nov 2022)
Claire Wheeler
IRN CXW00147
- (2402)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Mar 2021)
Claire Wilkinson
IRN CXW68460
- (2501)Appointed representative dealing with clients for which they require qualification (1 Sep 2023 to 14 Aug 2025)
Clara Downton
IRN CXD00118
- (3098)Appointed representative dealing with clients for which they require qualification (18 Aug 2020 to 21 Apr 2021)
Clare Kinson
IRN CXK01195
- (1005)CF1 Director (AR) (6 Sep 2005 to 25 Apr 2008)
Clare Mercer
IRN CXM00757
- (1305)CF1 Director (AR) (14 Sep 2022 to 17 Oct 2022)

Smaller firms operating under this firm's FCA authorisation.

Stephen Jones (no longer appointed)
FRN 521231 · Appointed 26 Mar 2010 · Until 31 May 2016
Clear Choice Finance Ltd (no longer appointed)
FRN 521257 · Appointed 26 Mar 2010 · Until 7 Aug 2013
Bluebell Estates (Kent) Ltd (no longer appointed)
FRN 483207 · Appointed 26 Mar 2010 · Until 7 Aug 2013
Riverton Financial Management Ltd (no longer appointed)
FRN 521186 · Appointed 25 Mar 2010 · Until 7 Jun 2013
Pineline Ltd (no longer appointed)
FRN 521145 · Appointed 25 Mar 2010 · Until 7 Aug 2013
Victoria Jackson Financial Servcies Ltd (no longer appointed)
FRN 521182 · Appointed 25 Mar 2010 · Until 8 Aug 2011
Aidan Duddy (no longer appointed)
FRN 521197 · Appointed 25 Mar 2010 · Until 18 Feb 2013
Simply Wills & Trusts Ltd (no longer appointed)
FRN 521114 · Appointed 25 Mar 2010 · Until 14 Apr 2022
Financial Mentor Ltd (no longer appointed)
FRN 521113 · Appointed 25 Mar 2010 · Until 10 Aug 2022
Your Choice Insurance Services (YCIS) (no longer appointed)
FRN 521167 · Appointed 25 Mar 2010 · Until 26 Sep 2016

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

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.