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.

Julia Herdman
IRN JXH01953
- CF28 Systems and controls (1 Nov 2007 to 3 Jun 2011)
- CF13 Finance (1 Aug 2005 to 31 Oct 2007)
- CF1 Director (1 Aug 2005 to 3 Jun 2011)
Julia Mary Elizabeth Webster
IRN JMW01200
- CF1 Director (AR) (31 Oct 2004 to 4 Oct 2005)
Julia Pamela Bowater
IRN JPB01196
- CF1 Director (AR) (25 Nov 2004 to 19 Apr 2007)
Julian David Hayter Saunders
IRN JDS01169
- CF1 Director (AR) (31 Oct 2004 to 17 Mar 2005)
Julian Frost
IRN JXF01504
- CF4 Partner (AR) (20 Jun 2007 to 25 Apr 2008)
Julian John Baker
IRN JJB01142
- CF4 Partner (AR) (31 Oct 2004 to 7 Nov 2012)
Julian Nicolls
IRN JXN57470
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- CF1 Director (AR) (since 16 Jun 2024)
- Appointed representative dealing with clients for which they require qualification (since 22 Jun 2022)
Julian Philip Mace
IRN JPM00010
- 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)
Julian Sunley
IRN JCS00010
- CF30 Customer (22 May 2008 to 22 Oct 2012)
Julie Ann Andrews
IRN JAA01147
- CF1 Director (AR) (since 10 Oct 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.