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.

Andrew John Parkinson
IRN AJP00061
- (2539)CF22 Investment Adviser (Trainee) (7 Jun 2006 to 31 May 2007)
Andrew John Pringle
IRN AXP00952
- (2195)[FCA CF] Significant management (27 Feb 2024 to 23 May 2025)
Andrew John Rowden
IRN AJR01246
- (3045)CF1 Director (AR) (31 Oct 2004 to 14 Dec 2009)
Andrew Jonathan Glover
IRN AJG00070
- (860)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (861)Appointed representative dealing with clients for which they require qualification (since 1 Sep 2020)
- (862)CF1 Director (AR) (since 6 Jul 2020)
Andrew Jones Walker
IRN AJW01336
- (1888)CF4 Partner (AR) (6 Jan 2009 to 31 Dec 2012)
Andrew Kevin Mannion
IRN AKM01082
- (1415)CF4 Partner (AR) (2 Dec 2010 to 10 Jun 2013)
Andrew Lee Fogg
IRN ALF00002
- (580)CF1 Director (AR) (5 May 2009 to 23 Mar 2010)
Andrew Leivers
IRN AXL00144
- (70)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (71)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Andrew Leslie Greenwood
IRN ALG01027
- (299)CF1 Director (AR) (12 Dec 2005 to 30 Jan 2009)
Andrew Mark Bullingham
IRN AMB00047
- (2931)CF1 Director (AR) (4 Jan 2005 to 23 Dec 2009)

Smaller firms operating under this firm's FCA authorisation.

RSC Financial Management LLP(no longer appointed)
FRN 486234 · Appointed 17 Jul 2008 · Until 11 Jun 2013
Smart Financial Management Ltd(no longer appointed)
FRN 486232 · Appointed 17 Jul 2008 · Until 21 Sep 2009
Portway Financial Management(no longer appointed)
FRN 486235 · Appointed 17 Jul 2008 · Until 30 Sep 2013
Mortgage Line Advice Ltd(no longer appointed)
FRN 486231 · Appointed 17 Jul 2008 · Until 29 Dec 2010
Lime Mortgages Perth(no longer appointed)
FRN 485909 · Appointed 10 Jul 2008 · Until 10 Feb 2020
Bridge Street Financial Services(no longer appointed)
FRN 485910 · Appointed 10 Jul 2008 · Until 30 Sep 2008
Safeguard Insurance Services(no longer appointed)
FRN 485867 · Appointed 9 Jul 2008 · Until 14 Jun 2011
Tailored Financial Solutions(no longer appointed)
FRN 485827 · Appointed 8 Jul 2008 · Until 15 Jan 2009
Personal Touch Financial Management Ltd(no longer appointed)
FRN 485744 · Appointed 4 Jul 2008 · Until 4 Oct 2013
Allied Financial Consultancy Limited(no longer appointed)
FRN 485747 · Appointed 4 Jul 2008 · Until 29 Jan 2013

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.