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.

Janet Anne Evelyn Barrett-Treen
IRN JAB01368
- CF1 Director (AR) (31 Oct 2004 to 27 Feb 2006)
Janet Elizabeth Howell
IRN JXH01879
- CF1 Director (AR) (10 Oct 2007 to 13 Jul 2009)
Janet Hazel Colgan
IRN JHC01127
- CF1 Director (AR) (2 Nov 2011 to 30 Apr 2013)
Janine Fisher
IRN JXF00197
- Appointed representative dealing with clients for which they require qualification (10 Mar 2021 to 2 May 2023)
Jared Cadman
IRN JXC11045
- Appointed representative dealing with clients for which they require qualification (9 Apr 2020 to 2 Sep 2022)
- CF1 Director (AR) (31 Jan 2019 to 2 Sep 2022)
Jason Adcock
IRN AXJ01254
- CF1 Director (AR) (27 Jun 2005 to 19 Dec 2007)
Jason Andrew Williams
IRN JAW00047
- CF30 Customer (7 May 2008 to 17 Jul 2008)
Jason Currall
IRN JXC00373
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- CF1 Director (AR) (since 16 Aug 2022)
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Jason James Hurley
IRN JJH01139
- CF1 Director (AR) (3 Sep 2009 to 14 Jul 2011)
Jason John Beacham
IRN JJB01154
- CF1 Director (AR) (17 Aug 2009 to 17 Dec 2012)

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.