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.

Alan James Ian Whiteman
IRN AJW01346
- CF4 Partner (AR) (27 Jan 2009 to 7 May 2010)
Alan James Newell
IRN AJN01058
- CF30 Customer (17 May 2010 to 31 Oct 2012)
Alan Jesson
IRN AXJ00218
- Appointed representative dealing with clients for which they require qualification (6 May 2021 to 12 Sep 2022)
Alan John Hemsworth
IRN AJH00067
- CF1 Director (AR) (4 Nov 2004 to 10 Jun 2005)
Alan John Stoneham Hall
IRN AJH01439
- CF1 Director (AR) (31 Oct 2004 to 5 Dec 2013)
Alan Joseph Smith
IRN AJS00024
- CF4 Partner (AR) (31 Oct 2004 to 8 Jun 2007)
Alan Karlson
IRN AJK01110
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 27 Oct 2021)
Alan MacGregor Mackie
IRN AMM01149
- CF2 Non Executive Director (AR) (18 Jun 2009 to 18 Feb 2011)
Alan Mark Salter
IRN AMS01214
- CF30 Customer (1 Jun 2011 to 5 Dec 2011)
Alan Michael Millward
IRN AMM01202
- CF30 Customer (1 Nov 2007 to 5 Dec 2007)
- CF22 Investment Adviser (Trainee) (7 Jun 2006 to 31 Oct 2007)
- CF1 Director (AR) (7 Jun 2006 to 24 Jun 2011)

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.