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.

Candice Marie Sunderland
IRN CXS00392
- 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 22 Jun 2022)
Carl Martyn Smith
IRN CXS00284
- Appointed representative dealing with clients for which they require qualification (13 Apr 2022 to 2 May 2023)
Carl Max Baker
IRN CMB00007
- CF30 Customer (1 Nov 2007 to 3 Dec 2010)
- CF22 Investment Adviser (Trainee) (26 Oct 2007 to 31 Oct 2007)
Carl Steven Hall
IRN CSH01074
- CF1 Director (AR) (2 Sep 2009 to 26 Mar 2010)
Carl Stokes
IRN CXS01530
- CF1 Director (AR) (23 Oct 2008 to 27 Jul 2012)
Carl Wood
IRN CXW00060
- CF30 Customer (28 Jun 2010 to 1 Mar 2011)
Carol Ann Cannon
IRN CAC01145
- CF4 Partner (AR) (14 Jan 2005 to 8 Sep 2006)
Carol Ann Parker
IRN CAP01098
- CF1 Director (AR) (14 Jan 2005 to 10 Feb 2005)
Carol Ann Ross
IRN CAR00012
- CF30 Customer (27 May 2009 to 30 Nov 2010)
Carol Ann Woodruff
IRN CAW01146
- CF4 Partner (AR) (since 2 Nov 2007)

Smaller firms operating under this firm's FCA authorisation.

First Class Protect Ltd (no longer appointed)
FRN 923571 · Appointed 30 Mar 2020 · Until 10 Jul 2020
Baylon Philips Financial Solutions Ltd (no longer appointed)
FRN 810273 · Appointed 30 Mar 2020 · Until 21 May 2020
AKB Financial Services Ltd (no longer appointed)
FRN 922769 · Appointed 16 Mar 2020 · Until 31 Mar 2022
PRG Group Ltd (no longer appointed)
FRN 920825 · Appointed 7 Feb 2020 · Until 14 Oct 2021
Red Ark Financial Ltd (no longer appointed)
FRN 920274 · Appointed 28 Jan 2020 · Until 12 Sep 2022
The Mortgage Company Oxfordshire Ltd (no longer appointed)
FRN 533833 · Appointed 22 Jan 2020 · Until 28 Jan 2020
Ethos Financial Management Ltd (no longer appointed)
FRN 919492 · Appointed 14 Jan 2020 · Until 21 Jan 2023
Wooton & Bean Financial Solutions Limited (no longer appointed)
FRN 697423 · Appointed 6 Jan 2020 · Until 21 Apr 2025
Unleash Equity Ltd (no longer appointed)
FRN 916777 · Appointed 14 Nov 2019 · Until 6 Aug 2020
Mulberry Legacy Lifetime Mortgages Ltd (no longer appointed)
FRN 916607 · Appointed 11 Nov 2019 · Until 20 Nov 2019

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.