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
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
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

Senior staff personally approved by the FCA to hold their roles here.

Carolyn Connor
IRN CXC01623
- (762)CF4 Partner (AR) (31 May 2007 to 5 Jun 2008)
Carrie-Ann Sobkowiak
IRN CXS00181
- (2397)Appointed representative dealing with clients for which they require qualification (14 Jan 2020 to 2 Aug 2023)
Catherine Anne Kelly-Hourican
IRN CAK01058
- (969)CF1 Director (AR) (1 Jul 2011 to 30 Dec 2013)
Catherine Ayres
IRN CXW00053
- (1720)CF1 Director (AR) (15 Dec 2004 to 20 Apr 2007)
Catherine Dupree
IRN CXD01878
- (23)CF1 Director (AR) (since 29 Apr 2022)
- (1324)Appointed representative dealing with clients for which they require qualification (6 May 2022 to 9 Oct 2025)
Catherine Mary Scott Buglass
IRN CMB01168
- (934)CF1 Director (AR) (14 Jul 2006 to 28 Feb 2008)
Catherine Mary Williams
IRN CMW01127
- (1516)CF2 Non Executive Director (AR) (1 Mar 2011 to 17 Oct 2013)
- (1517)CF1 Director (AR) (18 Oct 2007 to 24 Feb 2011)
Catherine Rout
IRN CXR00124
- (2365)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Jan 2023)
Catherine Spence
IRN CXS00182
- (2382)Appointed representative dealing with clients for which they require qualification (21 Oct 2020 to 22 May 2021)
Catherine Tether
IRN CXB00148
- (82)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (83)Appointed representative dealing with clients for which they require qualification (since 2 Mar 2021)

Smaller firms operating under this firm's FCA authorisation.

Suzanne Bibb(no longer appointed)
FRN 501060 · Appointed 14 May 2009 · Until 21 Sep 2016
Alastair Fowler(no longer appointed)
FRN 501052 · Appointed 14 May 2009 · Until 7 Aug 2013
Tarr Financial Limited(no longer appointed)
FRN 500956 · Appointed 13 May 2009 · Until 30 Jun 2014
Millfield Mortgage Services(no longer appointed)
FRN 490054 · Appointed 13 May 2009 · Until 29 Mar 2018
Richardson Thorn Associates(no longer appointed)
FRN 456742 · Appointed 13 May 2009 · Until 29 Nov 2013
Torild Bastien(no longer appointed)
FRN 500949 · Appointed 13 May 2009 · Until 19 Aug 2013
Crystal Clear FS Limited(no longer appointed)
FRN 500862 · Appointed 12 May 2009 · Until 22 Jan 2013
Kevin Walsh(no longer appointed)
FRN 416249 · Appointed 12 May 2009 · Until 25 Mar 2011
Keenan Finance & Insurance(no longer appointed)
FRN 500861 · Appointed 12 May 2009 · Until 30 Dec 2010
Michael Masterton(no longer appointed)
FRN 500824 · Appointed 11 May 2009 · Until 23 Sep 2016

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.