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.

Carrie-Ann Sobkowiak
IRN CXS00181
- Appointed representative dealing with clients for which they require qualification (14 Jan 2020 to 2 Aug 2023)
Catherine Anne Kelly-Hourican
IRN CAK01058
- CF1 Director (AR) (1 Jul 2011 to 30 Dec 2013)
Catherine Ayres
IRN CXW00053
- CF1 Director (AR) (15 Dec 2004 to 20 Apr 2007)
Catherine Dupree
IRN CXD01878
- CF1 Director (AR) (since 29 Apr 2022)
- Appointed representative dealing with clients for which they require qualification (6 May 2022 to 9 Oct 2025)
Catherine Mary Scott Buglass
IRN CMB01168
- CF1 Director (AR) (14 Jul 2006 to 28 Feb 2008)
Catherine Mary Williams
IRN CMW01127
- CF2 Non Executive Director (AR) (1 Mar 2011 to 17 Oct 2013)
- CF1 Director (AR) (18 Oct 2007 to 24 Feb 2011)
Catherine Rout
IRN CXR00124
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Jan 2023)
Catherine Spence
IRN CXS00182
- Appointed representative dealing with clients for which they require qualification (21 Oct 2020 to 22 May 2021)
Catherine Tether
IRN CXB00148
- 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 2 Mar 2021)
Cathryn Coomber
IRN CXC01668
- CF4 Partner (AR) (30 May 2008 to 9 Mar 2010)

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.