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.

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.