Personal Touch Financial Services Limited

Watch for changes

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
Show 1 limitation Hide limitations
- · 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
Show 2 limitations Hide limitations
- · 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
Show 1 limitation Hide limitations
- · 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.

Graham James Paterson
IRN GJP01109
- CF30 Customer (30 Mar 2010 to 31 Oct 2012)
Graham Jeffries
IRN GXJ00050
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- Appointed representative dealing with clients for which they require qualification (14 Jan 2020 to 10 Feb 2026)
Graham Lawley
IRN GXL01327
- CF1 Director (AR) (15 Oct 2007 to 30 Apr 2008)
Graham Layland Dalby
IRN GXD00074
- CF30 Customer (1 Nov 2007 to 9 Jul 2009)
- CF22 Investment Adviser (Trainee) (7 Jul 2005 to 31 Oct 2007)
- CF1 Director (AR) (7 Jul 2005 to 9 Jul 2009)
Graham Leslie Arnold
IRN GLA01023
- CF1 Director (AR) (23 Sep 2010 to 6 Jul 2012)
Graham Leslie Guppy
IRN GXG00004
- CF30 Customer (7 Apr 2010 to 7 Mar 2011)
Graham Leslie Meheux
IRN GLM00006
- CF30 Customer (18 Feb 2009 to 21 Dec 2009)
- CF22 Investment Adviser (Trainee) (29 Oct 2007 to 31 Oct 2007)
Graham Leslie Sayer
IRN GLS01057
- CF1 Director (AR) (1 Jul 2005 to 30 Oct 2008)
Graham Philip Harfleet
IRN GPH01065
- CF4 Partner (AR) (18 Mar 2008 to 23 Jan 2010)
Graham Rhys Carver
IRN GRC00006
- CF21 Investment Adviser (8 Nov 2005 to 31 Aug 2006)
- CF22 Investment Adviser (Trainee) (1 Jan 2005 to 8 Nov 2005)
- CF1 Director (AR) (1 Jan 2005 to 31 May 2007)

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.