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.

Antony Dodson
IRN AXD00112
- (1741)CF4 Partner (AR) (31 Oct 2004 to 24 May 2008)
Antony John Frost
IRN AJF01165
- (3155)CF1 Director (AR) (27 Oct 2008 to 28 Apr 2011)
Archibald Black Marshall
IRN ABM00016
- (1246)CF1 Director (AR) (14 Jan 2005 to 30 Jan 2015)
Arlene Patel
IRN AXP01674
- (327)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (328)Appointed representative dealing with clients for which they require qualification (since 2 Mar 2026)
Arron Bardoe
IRN AXB01865
- (1835)CF1 Director (AR) (11 Feb 2009 to 16 May 2009)
Asa Richard Testot
IRN ART01106
- (515)CF1 Director (AR) (2 Dec 2009 to 14 Sep 2010)
Asha Harpreet Kaur Rana
IRN AXR00359
- (2302)Appointed representative dealing with clients for which they require qualification (2 Nov 2021 to 30 Jan 2024)
Ashley Alder
IRN AXA01268
- (2181)Appointed representative dealing with clients for which they require qualification (27 Sep 2024 to 1 Dec 2024)
Ashley Davis
IRN AXD90716
- (2479)CF1 Director (AR) (13 Jan 2022 to 28 Feb 2022)
Ashley Paul McDowell
IRN AXM00433
- (2457)Appointed representative dealing with clients for which they require qualification (13 Jun 2022 to 28 Apr 2023)

Smaller firms operating under this firm's FCA authorisation.

Ripley Services Ltd(no longer appointed)
FRN 401983 · Appointed 7 Nov 2008 · Until 5 Nov 2010
Property Solutions & Finance(no longer appointed)
FRN 491199 · Appointed 7 Nov 2008 · Until 10 Nov 2010
Acumen First Ltd(no longer appointed)
FRN 491216 · Appointed 7 Nov 2008 · Until 25 Feb 2011
Quantum Financial Planning Ltd(no longer appointed)
FRN 481728 · Appointed 7 Nov 2008 · Until 30 Oct 2009
J P Mortgages Ltd(no longer appointed)
FRN 491047 · Appointed 5 Nov 2008 · Until 20 Oct 2011
Tailored Property Finance Ltd(no longer appointed)
FRN 473324 · Appointed 5 Nov 2008 · Until 19 Dec 2008
Alpha Mortgage Solutions Limited(no longer appointed)
FRN 491021 · Appointed 4 Nov 2008 · Until 12 Oct 2009
J. Osborne Healthcare Ltd(no longer appointed)
FRN 491020 · Appointed 4 Nov 2008 · Until 7 Aug 2009
The Mortgage Shop-(no longer appointed)
FRN 417583 · Appointed 3 Nov 2008 · Until 12 Feb 2009
Mortgage Services Wales(no longer appointed)
FRN 482541 · Appointed 3 Nov 2008 · Until 1 Jun 2010

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.