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.

Adam Abraham Kaplan
IRN AAK01087
- CF1 Director (AR) (20 Aug 2012 to 31 Dec 2012)
Adam Blyth
IRN AXB00418
- Appointed representative dealing with clients for which they require qualification (19 Oct 2020 to 10 Dec 2022)
Adam Bolland
IRN AXB00415
- 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)
Adam Charles Benson
IRN ACB01153
- CF30 Customer (1 Nov 2007 to 12 Dec 2008)
- CF22 Investment Adviser (Trainee) (26 Oct 2007 to 31 Oct 2007)
Adam Cummins
IRN AXC00319
- CF1 Director (AR) (10 Mar 2021 to 31 Oct 2022)
Adam Derek Webb
IRN ADW01130
- CF30 Customer (3 Dec 2007 to 26 Jul 2013)
Adam Evans
IRN AXE00261
- 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 11 Nov 2025)
- Appointed representative dealing with clients for which they require qualification (26 Feb 2025 to 15 Jul 2025)
Adam Goddard
IRN APG01128
- Appointed representative dealing with clients for which they require qualification (12 Dec 2019 to 6 Aug 2020)
- CF1 Director (AR) (6 Dec 2019 to 6 Aug 2020)
Adam Hall
IRN AXH00613
- Appointed representative dealing with clients for which they require qualification (23 Nov 2021 to 6 Oct 2023)
Adam Joseph Tarr
IRN AJT01248
- CF1 Director (AR) (28 May 2010 to 17 Jul 2013)

Smaller firms operating under this firm's FCA authorisation.

Marina Wynne (no longer appointed)
FRN 512926 · Appointed 18 Nov 2009 · Until 1 Jun 2010
Gavin Hobson (no longer appointed)
FRN 468516 · Appointed 18 Nov 2009 · Until 30 Nov 2012
Ian Gledhill (no longer appointed)
FRN 512580 · Appointed 17 Nov 2009 · Until 7 Aug 2013
Tracey Daniel (no longer appointed)
FRN 512566 · Appointed 17 Nov 2009 · Until 26 Aug 2011
Martyn Benton (no longer appointed)
FRN 512492 · Appointed 16 Nov 2009 · Until 1 Jun 2010
Kerry Hollowell (no longer appointed)
FRN 512494 · Appointed 16 Nov 2009 · Until 16 Mar 2011
Steven Hems (no longer appointed)
FRN 512480 · Appointed 16 Nov 2009 · Until 23 Sep 2011
Lyons Financial Management Ltd (no longer appointed)
FRN 210757 · Appointed 13 Nov 2009 · Until 31 Dec 2012
Jonathan Paine (no longer appointed)
FRN 512410 · Appointed 13 Nov 2009 · Until 28 Jun 2013
John Karamouzis (no longer appointed)
FRN 512374 · Appointed 13 Nov 2009 · Until 11 Jan 2011

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.