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.

Ajay Kumar Sharma
IRN AKS01074
- (1694)CF1 Director (AR) (28 Sep 2007 to 16 Jul 2008)
Ajaykumar Hemraj Chandarana
IRN AXC00292
- (2353)Appointed representative dealing with clients for which they require qualification (1 Mar 2021 to 5 Oct 2022)
Akash Roda
IRN AXR18282
- (3160)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Jun 2022)
- (3161)CF1 Director (AR) (19 Sep 2019 to 24 Jun 2022)
Akhtarul Islam Choudhury
IRN AIC00007
- (1869)CF30 Customer (10 Mar 2010 to 7 Mar 2011)
Akshay Shah
IRN AXS00643
- (957)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (958)Appointed representative dealing with clients for which they require qualification (since 21 Feb 2022)
- (959)CF1 Director (AR) (since 14 Jan 2022)
Alan Albert Thorner
IRN AAT01021
- (54)CF1 Director (AR) (6 Feb 2009 to 31 Dec 2012)
Alan Anthony Knowles
IRN AAK01091
- (3325)CF1 Director (AR) (17 Jun 2013 to 31 Aug 2016)
Alan Anthony Woodward
IRN AXW01827
- (62)CF1 Director (AR) (21 May 2010 to 15 Apr 2013)
Alan Bateson
IRN AXB00833
- (2282)Appointed representative dealing with clients for which they require qualification (16 Aug 2021 to 2 Dec 2024)
Alan Blakemore
IRN AXB00130
- (1085)Appointed representative dealing with clients for which they require qualification (13 Mar 2020 to 11 May 2020)
- (1084)CF30 Customer (3 Jun 2009 to 5 Oct 2010)

Smaller firms operating under this firm's FCA authorisation.

Quickly Finance Ltd(no longer appointed)
FRN 479303 · Appointed 20 Feb 2008 · Until 26 Mar 2010
AIM Independent Financial Advisers Ltd(no longer appointed)
FRN 479304 · Appointed 20 Feb 2008 · Until 13 Apr 2010
Personal Safeguard Financial Services Limited(no longer appointed)
FRN 412005 · Appointed 20 Feb 2008 · Until 17 Dec 2010
Hollands Financial Services Ltd(no longer appointed)
FRN 479163 · Appointed 15 Feb 2008 · Until 9 May 2008
Dunnfair Mortgage Solutions Ltd(no longer appointed)
FRN 479007 · Appointed 13 Feb 2008 · Until 23 Sep 2016
Mc Clements Bamber Newton Financial Solutions(no longer appointed)
FRN 479006 · Appointed 13 Feb 2008 · Until 5 Jan 2011
NM Financial Ltd(no longer appointed)
FRN 478910 · Appointed 12 Feb 2008 · Until 3 Sep 2010
Cirencester Mortgage Centre Ltd(no longer appointed)
FRN 478909 · Appointed 12 Feb 2008 · Until 15 Apr 2011
Power Global Asset Management Ltd(no longer appointed)
FRN 478753 · Appointed 8 Feb 2008 · Until 16 Dec 2008
London Financial Solutions(no longer appointed)
FRN 478578 · Appointed 5 Feb 2008 · Until 23 Sep 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.