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.

Alan Budzynski
IRN AXB00419
- (837)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Apr 2020)
Alan Christopher Murray
IRN ACM01157
- (1417)CF1 Director (AR) (3 Nov 2008 to 10 Jun 2013)
Alan Cooper
IRN AXC00107
- (1133)CF30 Customer (29 Apr 2013 to 31 Jul 2014)
Alan David Elsom
IRN ADE01048
- (1543)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Apr 2021)
- (1544)CF1 Director (AR) (1 Aug 2016 to 3 May 2017)
Alan Edward Telford
IRN AET00013
- (1210)CF22 Investment Adviser (Trainee) (8 Aug 2005 to 6 Feb 2007)
Alan Gordon Mills
IRN AGM01146
- (376)CF1 Director (AR) (1 Jun 2009 to 30 Jun 2010)
Alan Hewitt
IRN AXH00203
- (2471)Appointed representative dealing with clients for which they require qualification (21 Nov 2022 to 5 Jun 2023)
Alan Hood
IRN AXH00033
- (915)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (916)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (917)CF1 Director (AR) (since 26 May 2010)
Alan Hudson
IRN AXH00121
- (1091)CF4 Partner (AR) (23 Oct 2006 to 29 Feb 2008)
Alan James Gardiner
IRN AJG01419
- (1535)CF1 Director (AR) (29 Jul 2022 to 1 Sep 2022)

Smaller firms operating under this firm's FCA authorisation.

Ian Haughey(no longer appointed)
FRN 481583 · Appointed 11 Apr 2008 · Until 31 Oct 2012
Hartwell Finance (UK) Ltd(no longer appointed)
FRN 481585 · Appointed 11 Apr 2008 · Until 11 Jun 2012
CJH Financial Associates(no longer appointed)
FRN 481382 · Appointed 8 Apr 2008 · Until 11 May 2011
Tailored Mortgages & Loans(no longer appointed)
FRN 481280 · Appointed 7 Apr 2008 · Until 13 Dec 2010
Brinc Services Limited(no longer appointed)
FRN 455882 · Appointed 7 Apr 2008 · Until 16 Jan 2010
Cyril Lloyd Roberts(no longer appointed)
FRN 481265 · Appointed 4 Apr 2008 · Until 19 Nov 2010
Personal Touch Finance Platinum House(no longer appointed)
FRN 481158 · Appointed 3 Apr 2008 · Until 28 May 2010
Clearly Mortgages(no longer appointed)
FRN 481156 · Appointed 3 Apr 2008 · Until 18 Jun 2020
Crystal Clear Mortgage Services(no longer appointed)
FRN 481090 · Appointed 2 Apr 2008 · Until 16 Nov 2012
Excel Mortgages UK Ltd(no longer appointed)
FRN 481091 · Appointed 2 Apr 2008 · Until 8 Apr 2011

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.