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.

Jason Kleanthous
IRN JXK01526
- CF30 Customer (1 Mar 2012 to 31 Dec 2012)
Jason Koon Man Tse
IRN JKT01021
- CF30 Customer (13 Jan 2010 to 16 Mar 2011)
Jason Paul Brown
IRN JPB00078
- CF1 Director (AR) (10 Sep 2007 to 22 Dec 2009)
Jason Roy Powell
IRN JRP00026
- CF30 Customer (12 Aug 2009 to 28 Oct 2012)
Jason William Marc Haines
IRN JWH01111
- 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)
- CF1 Director (AR) (since 6 Sep 2006)
Jatin Wadhwa
IRN JXW81191
- CF1 Director (AR) (since 4 Jun 2020)
Jay Sarbatta
IRN JXS00363
- 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 27 Aug 2020)
Jayant Jagatkant
IRN JXJ00146
- Appointed representative dealing with clients for which they require qualification (25 May 2021 to 15 Mar 2022)
Jayne Langdale
IRN JXL01537
- CF2 Non Executive Director (AR) (12 Feb 2009 to 16 Apr 2010)
Jayne Nightingale
IRN JXN01268
- CF1 Director (AR) (14 Nov 2007 to 31 Jul 2009)

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.