Personal Touch Financial Services Limited

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
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 Retail (Non-Investment Insurance), Commercial, 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.

David Gunderson
IRN DXG00137
- (2996)CF30 Customer (9 Jan 2012 to 30 Nov 2018)
David Harper
IRN DXH01636
- (1998)CF30 Customer (13 Dec 2011 to 30 Nov 2012)
David Henry Earing
IRN DHE00001
- (864)CF1 Director (AR) (24 Aug 2009 to 30 Apr 2010)
David Hirons
IRN DXH00101
- (719)CF30 Customer (2 Feb 2012 to 29 Nov 2013)
David Hooson
IRN DXH00036
- (390)CF1 Director (AR) (31 Oct 2004 to 19 Dec 2008)
David Huggins
IRN DXH00182
- (239)CF30 Customer (1 Nov 2007 to 19 Dec 2007)
- (241)CF1 Director (AR) (24 May 2006 to 19 Dec 2007)
- (240)CF22 Investment Adviser (Trainee) (5 Apr 2006 to 31 Oct 2007)
David Ian Bosworth
IRN DIB00001
- (2958)Appointed representative dealing with clients for which they require qualification (6 Jan 2020 to 7 Jan 2020)
- (2957)CF30 Customer (13 Mar 2012 to 5 Jan 2020)
- (2959)CF1 Director (AR) (13 Mar 2012 to 5 Jan 2020)
David Jack Pettitt
IRN DJP00081
- (2050)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Sep 2022)
David James Bragg
IRN DJB00079
- (2934)CF30 Customer (1 Nov 2007 to 30 Oct 2013)
- (2935)CF22 Investment Adviser (Trainee) (9 Aug 2007 to 31 Oct 2007)
- (2936)CF1 Director (AR) (29 Mar 2006 to 30 Oct 2013)
David James Rodick
IRN DJR01274
- (2766)CF1 Director (AR) (3 Jul 2009 to 19 Apr 2010)

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
Steven Hems (no longer appointed)
FRN 512480 · Appointed 16 Nov 2009 · Until 23 Sep 2011
Kerry Hollowell (no longer appointed)
FRN 512494 · Appointed 16 Nov 2009 · Until 16 Mar 2011
Martyn Benton (no longer appointed)
FRN 512492 · Appointed 16 Nov 2009 · Until 1 Jun 2010
Joseph Clintworth (no longer appointed)
FRN 512400 · Appointed 13 Nov 2009 · Until 16 Nov 2012
Andrew Paul Holland (no longer appointed)
FRN 512365 · Appointed 13 Nov 2009 · Until 24 Apr 2012
Matthew Randall (no longer appointed)
FRN 512390 · Appointed 13 Nov 2009 · Until 17 Dec 2012

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.