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.

Jonathan Thorpe
IRN JXT00001
- CF30 Customer (4 Jan 2010 to 1 Jul 2011)
Jonathan White
IRN JXW02126
- Responsible for Insurance Mediation (25 Jul 2012 to 20 Dec 2012)
- CF1 Director (10 Aug 2011 to 31 Aug 2013)
Jonathan Witts
IRN JXW01755
- CF1 Director (AR) (7 Jun 2006 to 18 Feb 2013)
Jonathon Warwick Bister
IRN JWS00010
- CF1 Director (AR) (27 May 2009 to 30 Apr 2013)
Jordan Andrew Batchelar
IRN JAB01460
- CF1 Director (AR) (24 Nov 2008 to 29 Jul 2009)
Jordan James William Walker
IRN JXW00292
- 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 4 Nov 2022)
- CF1 Director (AR) (since 20 Sep 2022)
Joseph Andrew Alcock
IRN JAA01117
- CF1 Director (AR) (31 Jan 2005 to 21 Nov 2013)
Joseph Clintworth
IRN JXC00233
- CF30 Customer (24 Jun 2010 to 26 Oct 2012)
Josephine Devlin
IRN JXD13905
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Feb 2023)
- CF1 Director (AR) (18 Apr 2019 to 28 Feb 2023)
Josephine Grace Dodds
IRN JGD01074
- CF1 Director (AR) (30 Jul 2007 to 8 Apr 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.