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.

Brian Johnstone Learmonth
IRN BJL00009
- CF30 Customer (28 Mar 2008 to 22 Aug 2008)
Brian Martin
IRN BXM00326
- Appointed representative dealing with clients for which they require qualification (5 Sep 2022 to 31 May 2023)
Brian Matthews
IRN BXM00088
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Mar 2021)
- CF4 Partner (AR) (4 Nov 2004 to 16 Aug 2016)
Brian McDonnell
IRN BXM01599
- CF30 Customer (2 Apr 2012 to 31 Oct 2012)
Brian Michael Imrie
IRN BMI01002
- CF1 Director (AR) (10 Feb 2005 to 19 Aug 2011)
Brian Richard Collingwood
IRN BRC00007
- CF30 Customer (8 Apr 2009 to 26 Oct 2011)
Brian Robert Mellor
IRN BRM01056
- CF1 Director (AR) (13 Aug 2009 to 30 Sep 2010)
Brian Robin Bennis
IRN BRB01022
- CF1 Director (AR) (31 Oct 2004 to 26 Feb 2009)
Brian Stuart Jones
IRN BSJ00004
- CF30 Customer (1 Nov 2007 to 21 Jan 2009)
- CF22 Investment Adviser (Trainee) (2 Oct 2007 to 31 Oct 2007)
- CF1 Director (AR) (2 Oct 2007 to 29 Jan 2009)
Brian Thackeray
IRN BXT01164
- CF1 Director (AR) (11 Sep 2009 to 3 Feb 2010)

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.