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.

Alistair John Donaldson
IRN AJD01322
- CF30 Customer (12 Dec 2011 to 31 Dec 2012)
- CF1 Director (AR) (12 Dec 2011 to 31 Dec 2012)
Alistair Lawrie
IRN AXL00024
- CF30 Customer (1 Nov 2007 to 1 Apr 2019)
- CF22 Investment Adviser (Trainee) (27 Nov 2006 to 31 Oct 2007)
- CF1 Director (AR) (27 Nov 2006 to 1 Apr 2019)
Allan Bates
IRN AXB01997
- CF1 Director (AR) (31 Oct 2004 to 4 Oct 2005)
Allan Henry Sorrell Pennington
IRN AHP01036
- CF1 Director (AR) (31 Oct 2004 to 21 Oct 2010)
Allan Kinnaird
IRN AXK00081
- CF30 Customer (1 Nov 2007 to 23 Jul 2009)
- CF22 Investment Adviser (Trainee) (26 Apr 2007 to 31 Oct 2007)
Allan Marlow
IRN AXM00444
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Dec 2025)
Allan William Williamson
IRN AWW00011
- CF30 Customer (1 Nov 2007 to 31 Mar 2008)
- CF1 Director (AR) (16 Jul 2007 to 31 Mar 2008)
- CF22 Investment Adviser (Trainee) (25 May 2006 to 31 Oct 2007)
- CF7 Sole Trader (AR) (25 May 2006 to 31 Jan 2007)
Allanya Jade Booth
IRN AXB00535
- 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 3 Mar 2021)
Allen Young
IRN AXY01064
- CF4 Partner (AR) (4 Jul 2005 to 9 Feb 2009)
Allison Whiteley
IRN AMW00040
- CF30 Customer (1 Dec 2009 to 20 Dec 2012)
- CF1 Director (AR) (16 May 2008 to 20 Dec 2012)

Smaller firms operating under this firm's FCA authorisation.

Shelagh Hogg (no longer appointed)
FRN 502092 · Appointed 8 Jun 2009 · Until 30 Apr 2010
Juust Right Financial Services Ltd (no longer appointed)
FRN 502087 · Appointed 8 Jun 2009 · Until 7 Aug 2013
David Bonser (no longer appointed)
FRN 502012 · Appointed 5 Jun 2009 · Until 19 May 2010
Roderick Bristow (no longer appointed)
FRN 465087 · Appointed 4 Jun 2009 · Until 31 Jul 2013
Sanctuary Mortgages Ltd (no longer appointed)
FRN 501663 · Appointed 4 Jun 2009 · Until 30 Jun 2010
Sandy Gordon (no longer appointed)
FRN 407281 · Appointed 2 Jun 2009 · Until 31 Mar 2011
Crystal Advice Limited (no longer appointed)
FRN 501875 · Appointed 2 Jun 2009 · Until 10 Mar 2011
Check Us Out Ltd (no longer appointed)
FRN 501858 · Appointed 2 Jun 2009 · Until 14 Apr 2010
Mark Rennicks (no longer appointed)
FRN 481041 · Appointed 2 Jun 2009 · Until 15 Sep 2010
Robin Rees (no longer appointed)
FRN 501836 · Appointed 1 Jun 2009 · Until 7 Aug 2013

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.