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.

Jeremy Mark Kingdom
IRN JMK00030
- (342)CF30 Customer (3 Jun 2010 to 25 Sep 2012)
Jeremy Mark May
IRN JMM00015
- (921)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (922)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (923)CF1 Director (AR) (since 15 Aug 2012)
Jeremy Martin
IRN JLM00041
- (2990)CF30 Customer (1 Nov 2007 to 12 Oct 2009)
- (2993)CF4 Partner (AR) (6 Feb 2007 to 12 Oct 2009)
- (2992)CF7 Sole Trader (AR) (8 Oct 2004 to 31 Jan 2007)
- (2991)CF22 Investment Adviser (Trainee) (8 Oct 2004 to 31 Oct 2007)
Jeremy Paul Forsey
IRN JPF01074
- (761)CF1 Director (AR) (7 Aug 2008 to 21 Dec 2009)
Jeremy Paul Gibson
IRN JPG01076
- (622)CF1 Director (AR) (since 23 Sep 2024)
Jeremy Robin Wood
IRN JRW01145
- (2954)SMF10 Chair of the Risk Committee (29 Jun 2021 to 1 Jan 2022)
Jesper Lentz
IRN JXL00136
- (153)CF1 Director (AR) (29 Apr 2005 to 19 Dec 2005)
Jessica Mary Hind
IRN JMH01300
- (748)CF2 Non Executive Director (AR) (31 Dec 2007 to 14 Jan 2009)
Jessica Reehal
IRN JXR00661
- (2216)Appointed representative dealing with clients for which they require qualification (9 Jan 2023 to 29 Sep 2023)
Jeyaalyni Sivapathasundaram
IRN JXS00361
- (2449)Appointed representative dealing with clients for which they require qualification (25 Aug 2020 to 31 Aug 2021)

Smaller firms operating under this firm's FCA authorisation.

DN Financial Solution Ltd (no longer appointed)
FRN 916546 · Appointed 8 Nov 2019 · Until 21 Jul 2020
James Whurr (no longer appointed)
FRN 916089 · Appointed 31 Oct 2019 · Until 9 Jun 2020
The Mortgage Company Oxfordshire Ltd (no longer appointed)
FRN 533833 · Appointed 29 Oct 2019 · Until 4 Nov 2019
Berkeley Finance Limited (no longer appointed)
FRN 841055 · Appointed 28 Oct 2019 · Until 28 Nov 2019
Blackmore & Co Financial Services Ltd (no longer appointed)
FRN 915626 · Appointed 23 Oct 2019 · Until 30 Aug 2020
Flex Financial Ltd (no longer appointed)
FRN 915575 · Appointed 22 Oct 2019 · Until 21 Sep 2021
KTP Mortgage and Protection Ltd (no longer appointed)
FRN 914391 · Appointed 2 Oct 2019 · Until 3 Dec 2019
Capital Fincorp Ltd (no longer appointed)
FRN 914420 · Appointed 2 Oct 2019 · Until 8 Jul 2022
Capital Assure Ltd (no longer appointed)
FRN 913865 · Appointed 20 Sep 2019 · Until 1 Dec 2024
Go Mortgages Ltd (no longer appointed)
FRN 913479 · Appointed 16 Sep 2019 · Until 24 Jul 2020

Updates to this firm's record on the FCA register.

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.