Personal Touch Financial Services Limited

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
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
Credit Brokering
Debt Advice
Equity Release Setup
For Customer, Home reversion plans
Mortgage Setup
For Customer, Regulated mortgage contract
Investment Setup
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
Credit Score Services

Senior staff personally approved by the FCA to hold their roles here.

Julie Taulke-Johnson
IRN JXT01395
- (119)CF1 Director (AR) (31 Oct 2004 to 10 Jan 2007)
Julie Wilson
IRN JXW01531
- (1934)CF1 Director (AR) (13 May 2005 to 19 Dec 2005)
Julie-Anne Macleod
IRN JXM02971
- (841)CF4 Partner (AR) (1 Dec 2011 to 27 Nov 2012)
Julija Cykunova
IRN JXC00374
- (101)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (102)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Julius Hill
IRN JEH00028
- (2686)CF1 Director (AR) (18 Jun 2009 to 28 Apr 2011)
June Caroline Miller
IRN JCM01219
- (875)CF1 Director (AR) (13 Nov 2006 to 20 Nov 2006)
June Green
IRN JXG00187
- (99)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (100)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Justin Borrill
IRN JXB20432
- (2513)CF1 Director (AR) (17 Sep 2019 to 10 Mar 2020)
Justin Chatfield
IRN JXC02070
- (911)CF1 Director (AR) (23 Aug 2006 to 31 Oct 2012)
Justin Damien Allitt
IRN JDA01059
- (835)CF1 Director (AR) (16 May 2007 to 3 Feb 2011)

Smaller firms operating under this firm's FCA authorisation.

Richard Barker(no longer appointed)
FRN 808082 · Appointed 2 May 2018 · Until 23 Aug 2022
Kar Estates Ltd(no longer appointed)
FRN 807065 · Appointed 20 Apr 2018 · Until 2 Feb 2021
Plus Financial Group Ltd(no longer appointed)
FRN 806272 · Appointed 11 Apr 2018 · Until 18 Dec 2023
Whittaker & Biggs(no longer appointed)
FRN 805689 · Appointed 4 Apr 2018 · Until 11 Aug 2022
Mrs Jayne Currall(no longer appointed)
FRN 542554 · Appointed 4 Apr 2018 · Until 13 Oct 2022
Resolute Financial Ltd(no longer appointed)
FRN 805598 · Appointed 3 Apr 2018 · Until 16 Mar 2023
Eakring Property Services Ltd(no longer appointed)
FRN 706694 · Appointed 14 Mar 2018 · Until 24 Sep 2018
Sampson Estate Agents (Normanton) Ltd(no longer appointed)
FRN 803184 · Appointed 1 Mar 2018 · Until 6 Apr 2022
John Home(no longer appointed)
FRN 586308 · Appointed 26 Feb 2018 · Until 14 Oct 2022
Paul Sampson(no longer appointed)
FRN 216001 · Appointed 23 Feb 2018 · Until 6 Apr 2021

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.