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.

Andrea Adair
IRN AXA01013
- (2197)Appointed representative dealing with clients for which they require qualification (31 Jan 2024 to 8 Apr 2024)
Andrea Marie Davies
IRN AMD01136
- (919)CF1 Director (AR) (8 Dec 2006 to 14 Aug 2007)
Andrea Michelle Rozario
IRN AMR01124
- (276)CF1 Director (AR) (23 Nov 2005 to 20 Sep 2006)
Andrea Storey
IRN AXS05099
- (379)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (380)Appointed representative dealing with clients for which they require qualification (since 15 Jan 2024)
Andrew Alexander Lees
IRN AXL00063
- (2866)CF1 Director (AR) (18 Dec 2006 to 3 Apr 2008)
Andrew Arthur Evans
IRN AAE00002
- (1448)CF1 Director (AR) (2 Dec 2008 to 7 Sep 2024)
Andrew Auton
IRN AXA00693
- (1480)CF1 Director (AR) (8 Sep 2022 to 7 Nov 2024)
Andrew Barratt Sale
IRN ABS00016
- (2)CF30 Customer (20 Dec 2011 to 31 Jan 2020)
Andrew Beaton
IRN AXB00433
- (2348)Appointed representative dealing with clients for which they require qualification (28 Jan 2021 to 29 Apr 2022)
Andrew Birch
IRN AXB02374
- (3255)CF10 Compliance Oversight (11 Jun 2013 to 4 Mar 2014)
- (3254)CF11 Money Laundering Reporting (26 Jan 2011 to 4 Mar 2014)

Smaller firms operating under this firm's FCA authorisation.

Mark Rennicks(no longer appointed)
FRN 481041 · Appointed 1 Apr 2008 · Until 17 Dec 2008
Nicholas Parker(no longer appointed)
FRN 481046 · Appointed 1 Apr 2008 · Until 10 Oct 2025
Bryan Financial Services(no longer appointed)
FRN 480854 · Appointed 28 Mar 2008 · Until 28 Oct 2012
Tim Williams Financial Services(no longer appointed)
FRN 480855 · Appointed 28 Mar 2008 · Until 9 Mar 2010
Mackay Hall Financial Services Ltd(no longer appointed)
FRN 480729 · Appointed 25 Mar 2008 · Until 8 Jan 2009
St James Financial Solutions(no longer appointed)
FRN 480619 · Appointed 19 Mar 2008 · Until 30 Apr 2010
CashBack Mortgages Limited(no longer appointed)
FRN 480573 · Appointed 19 Mar 2008 · Until 1 Oct 2009
Innes Mortgage and Financial Services(no longer appointed)
FRN 480574 · Appointed 19 Mar 2008 · Until 30 Sep 2010
Amber Finance Ltd(no longer appointed)
FRN 480542 · Appointed 18 Mar 2008 · Until 17 Jul 2013
Health UK Ltd(no longer appointed)
FRN 415885 · Appointed 18 Mar 2008 · Until 10 Aug 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.