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.

Jean Catherine Carpenter
IRN JCC00012
- CF4 Partner (AR) (31 Jul 2006 to 25 Apr 2008)
Jean Ethel Campbell
IRN JEC01216
- CF1 Director (AR) (26 Jul 2007 to 31 Oct 2017)
Jean Maragret Fox
IRN JMF01117
- CF4 Partner (AR) (22 Mar 2005 to 31 May 2019)
Jean Stokes
IRN JXS02495
- CF4 Partner (AR) (13 May 2010 to 28 Feb 2013)
Jeanette Anne Nicholls
IRN JAN01071
- CF1 Director (AR) (21 Jul 2017 to 7 Jan 2019)
- CF2 Non Executive Director (AR) (10 Oct 2008 to 28 Oct 2012)
Jeanette Brunton
IRN JXS00270
- CF1 Director (AR) (10 Mar 2009 to 5 Nov 2009)
Jeanette Mouncher
IRN JXW01984
- CF4 Partner (AR) (28 Jul 2008 to 26 Nov 2008)
Jeevan Singh Seehra
IRN JXS03341
- 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 Nov 2023)
Jeff Da Silva Cortez
IRN JXD00465
- Appointed representative dealing with clients for which they require qualification (21 Mar 2023 to 14 Aug 2023)
Jeff Harris
IRN JXH01577
- CF1 Director (AR) (11 Jun 2012 to 28 Jun 2013)

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.