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.

Cecile Trombacco
IRN CXT01330
- CF2 Non Executive Director (AR) (22 Jul 2010 to 1 Oct 2010)
- CF1 Director (AR) (16 Jul 2007 to 21 Jul 2010)
Ceiron John Colin Simmons
IRN CJS00085
- CF22 Investment Adviser (Trainee) (14 Oct 2005 to 31 Aug 2006)
Chad Tyrrell-Styles
IRN CXT00142
- Appointed representative dealing with clients for which they require qualification (8 Mar 2021 to 16 Oct 2021)
Charles Anthony George Osborne
IRN CAO01031
- CF1 Director (AR) (11 Nov 2008 to 7 Aug 2009)
Charles Burnett
IRN CXB01595
- CF1 Director (AR) (21 Feb 2007 to 9 Jun 2009)
Charles James Forster
IRN CXF01140
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 May 2020)
- CF1 Director (AR) (5 Apr 2011 to 11 May 2020)
- CF30 Customer (1 Nov 2007 to 22 Oct 2012)
- CF4 Partner (AR) (8 Dec 2006 to 30 Mar 2011)
- CF22 Investment Adviser (Trainee) (8 Dec 2006 to 31 Oct 2007)
Charles John Douglas-Braid
IRN CJD00022
- CF1 Director (AR) (23 Feb 2005 to 22 Apr 2013)
Charles Lewis John Lipman
IRN CXL00033
- CF1 Director (AR) (14 Mar 2005 to 4 Apr 2007)
Charles Patrick Dunne
IRN CPD00006
- CF4 Partner (AR) (21 Jan 2011 to 17 Dec 2012)
- CF1 Director (AR) (31 Oct 2004 to 15 Nov 2005)
Charles Robert Donohue
IRN CRD00014
- CF30 Customer (21 Jul 2009 to 17 Dec 2012)
- CF1 Director (AR) (17 Mar 2005 to 16 Jan 2014)

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.