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.

Ellen Knights
IRN EXK00047
- Appointed representative dealing with clients for which they require qualification (20 Aug 2020 to 22 Mar 2024)
Ellen Roome
IRN EMR00004
- CF1 Director (AR) (21 Sep 2006 to 28 Nov 2016)
Elliot Andrew Cotterell
IRN EXC71159
- Appointed representative dealing with clients for which they require qualification (9 Jan 2023 to 15 Nov 2023)
- CF1 Director (AR) (27 Oct 2022 to 15 Nov 2023)
Elliot Lloyd Robert Beesley
IRN EXB00095
- Appointed representative dealing with clients for which they require qualification (14 Jan 2020 to 27 Jun 2022)
Emily Cook
IRN EXC00077
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Aug 2020)
Emily Grace Martin
IRN EXM00084
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Jun 2023)
Emily Jane Tarr
IRN EJT01047
- CF1 Director (AR) (19 May 2009 to 30 Jun 2014)
Emily Milburn
IRN EXM00085
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Jul 2020)
Emily Wilson
IRN EXW00143
- Appointed representative dealing with clients for which they require qualification (5 Oct 2021 to 31 May 2023)
Emma Atkinson
IRN EXA00242
- Appointed representative dealing with clients for which they require qualification (28 Nov 2024 to 29 Jan 2026)

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.