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.

John Ellis Amor
IRN JEA00005
- CF1 Director (AR) (26 Jan 2006 to 23 Mar 2009)
John Ernest Cleverley
IRN JEC00036
- 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) (since 31 Oct 2004)
John Francis Lea
IRN JFL00004
- CF1 Director (AR) (24 Jan 2007 to 19 Apr 2007)
John Francis Murray
IRN JFM00019
- CF4 Partner (AR) (7 Jan 2005 to 1 May 2009)
John George Douglas
IRN JGD00010
- CF30 Customer (12 Apr 2013 to 31 Jan 2020)
John George Frost
IRN JXF00294
- Appointed representative dealing with clients for which they require qualification (8 Aug 2022 to 7 May 2023)
- CF1 Director (AR) (12 Apr 2022 to 7 May 2023)
John Green
IRN JXG01750
- CF1 Director (AR) (24 Jan 2013 to 31 Mar 2020)
John Grierson Breakell
IRN JGB00033
- CF30 Customer (9 Feb 2009 to 31 Mar 2011)
John Harvey
IRN JXH00216
- CF1 Director (AR) (13 Oct 2005 to 7 Dec 2006)
- CF22 Investment Adviser (Trainee) (1 Dec 2001 to 24 Apr 2003)
John Hogg
IRN JXH01928
- CF4 Partner (AR) (8 Feb 2005 to 26 Mar 2007)

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.