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.

Balbant Singh Sencee
IRN BXS00211
- (2295)Appointed representative dealing with clients for which they require qualification (28 Apr 2021 to 9 Oct 2023)
Baljit Singh Chokar
IRN BSC01051
- (1134)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1135)Appointed representative dealing with clients for which they require qualification (since 10 Jun 2022)
- (1136)CF1 Director (AR) (since 9 May 2022)
Barbara Mary Jackson
IRN BXJ00026
- (565)CF21 Investment Adviser (1 Dec 2001 to 15 Nov 2002)
Barbara Poole
IRN BXP01225
- (1218)CF4 Partner (AR) (14 Jan 2005 to 6 Nov 2008)
Barrie Inglis Williams
IRN BIW00001
- (394)CF1 Director (AR) (8 Mar 2007 to 31 Mar 2010)
Barrie Richard Prynne Jones
IRN BRJ00004
- (411)CF30 Customer (1 Nov 2007 to 25 Apr 2008)
- (412)CF22 Investment Adviser (Trainee) (14 Mar 2007 to 31 Oct 2007)
Barry Agnew
IRN BXA00046
- (96)CF1 Director (AR) (21 Apr 2009 to 1 Apr 2013)
Barry George Smith
IRN BXS00043
- (715)CF1 Director (AR) (10 Dec 2007 to 29 Jun 2010)
Barry Keith Wise
IRN BXW00080
- (207)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (208)Appointed representative dealing with clients for which they require qualification (since 10 Sep 2024)
Barry Martin-Pitt
IRN BXM00046
- (557)CF1 Director (AR) (4 Nov 2004 to 10 Jun 2005)

Smaller firms operating under this firm's FCA authorisation.

Lester Snapes Financial Services(no longer appointed)
FRN 415529 · Appointed 23 Oct 2008 · Until 28 Oct 2012
Allied Financial (B'ham)(no longer appointed)
FRN 490599 · Appointed 23 Oct 2008 · Until 11 May 2011
John Roderick MacAskill(no longer appointed)
FRN 412689 · Appointed 23 Oct 2008 · Until 21 Mar 2011
Goldleaf Financial Services(no longer appointed)
FRN 411959 · Appointed 21 Oct 2008 · Until 9 Feb 2016
Choices-Your Mortgage Solutions Limited(no longer appointed)
FRN 408548 · Appointed 20 Oct 2008 · Until 28 Apr 2011
Keith Piddock Mortgage Servicess(no longer appointed)
FRN 464650 · Appointed 20 Oct 2008 · Until 16 Mar 2010
Moneybrain (SK) Ltd(no longer appointed)
FRN 470857 · Appointed 20 Oct 2008 · Until 5 Jan 2009
Gertgaf Limited(no longer appointed)
FRN 408959 · Appointed 17 Oct 2008 · Until 19 Apr 2013
Hazel Bancroft(no longer appointed)
FRN 490209 · Appointed 17 Oct 2008 · Until 10 Feb 2009
Global Finance Brokers(no longer appointed)
FRN 407660 · Appointed 17 Oct 2008 · Until 17 Mar 2009

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.