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.

Lisa Jackson
IRN LXJ00037
- (148)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (149)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Lisa Mary Cowl
IRN LMC01054
- (143)CF4 Partner (AR) (26 May 2009 to 21 Apr 2010)
Lisa Nicola Lynett
IRN LNL00008
- (46)CF4 Partner (AR) (since 18 Jul 2013)
Lisa Thomas
IRN LXT00308
- (2187)Appointed representative dealing with clients for which they require qualification (11 Mar 2025 to 22 Sep 2025)
Lisa Violet Brooks
IRN LVB01004
- (779)CF4 Partner (AR) (4 Jul 2007 to 1 Sep 2008)
Lisa Youell
IRN LXY01032
- (303)CF4 Partner (AR) (25 Aug 2009 to 29 Jan 2013)
Lloyd Cannon Griffiths
IRN LCG01013
- (532)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (533)Appointed representative dealing with clients for which they require qualification (since 6 May 2022)
Lloyd William Randall
IRN LWR00002
- (164)CF1 Director (AR) (22 Jun 2006 to 10 Nov 2008)
Loess Storm Wool Overbury-Tapper
IRN LSO00008
- (33)CF4 Partner (AR) (since 25 Nov 2021)
Lorna Margaret Heron
IRN LMH01064
- (1692)CF1 Director (AR) (26 Sep 2005 to 15 Jun 2007)

Smaller firms operating under this firm's FCA authorisation.

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.