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.

Julia Anne Blakiston
IRN JAW01273
- (1656)CF1 Director (AR) (25 Jun 2007 to 22 Feb 2008)
Julia Brown
IRN JXB02336
- (2626)CF1 Director (AR) (27 Mar 2007 to 28 Feb 2013)
Julia Catherine Jones
IRN JCJ01032
- (953)CF2 Non Executive Director (AR) (10 Mar 2011 to 31 Oct 2012)
Julia Fiona Seaman
IRN JXS01156
- (16)CF1 Director (AR) (since 22 Nov 2022)
Julia Herdman
IRN JXH01953
- (3355)CF28 Systems and controls (1 Nov 2007 to 3 Jun 2011)
- (3356)CF13 Finance (1 Aug 2005 to 31 Oct 2007)
- (3357)CF1 Director (1 Aug 2005 to 3 Jun 2011)
Julia Mary Elizabeth Webster
IRN JMW01200
- (3376)CF1 Director (AR) (31 Oct 2004 to 4 Oct 2005)
Julia Pamela Bowater
IRN JPB01196
- (1154)CF1 Director (AR) (25 Nov 2004 to 19 Apr 2007)
Julian David Hayter Saunders
IRN JDS01169
- (1512)CF1 Director (AR) (31 Oct 2004 to 17 Mar 2005)
Julian Frost
IRN JXF01504
- (826)CF4 Partner (AR) (20 Jun 2007 to 25 Apr 2008)
Julian John Baker
IRN JJB01142
- (1737)CF4 Partner (AR) (31 Oct 2004 to 7 Nov 2012)

Smaller firms operating under this firm's FCA authorisation.

Tinsley Garner Limited(no longer appointed)
FRN 573477 · Appointed 22 Feb 2018 · Until 23 Aug 2022
Krishan Mortgages Ltd(no longer appointed)
FRN 802280 · Appointed 20 Feb 2018 · Until 25 Jun 2019
Joshua Walshe(no longer appointed)
FRN 801451 · Appointed 12 Feb 2018 · Until 28 Mar 2018
Jonathan Aubrey Lattin(no longer appointed)
FRN 800533 · Appointed 2 Feb 2018 · Until 14 Oct 2022
Delmor Mortgages(no longer appointed)
FRN 799410 · Appointed 24 Jan 2018 · Until 14 Mar 2024
Bettles Miles and Holland Estate Agents and Property Management Ltd(no longer appointed)
FRN 592427 · Appointed 12 Jan 2018 · Until 9 Feb 2021
Phoenix True Potential Ltd(no longer appointed)
FRN 797624 · Appointed 2 Jan 2018 · Until 10 Aug 2022
Minors & Brady Limited(no longer appointed)
FRN 796826 · Appointed 19 Dec 2017 · Until 13 Oct 2022
Goto Mortgages Limited(no longer appointed)
FRN 792172 · Appointed 23 Oct 2017 · Until 11 Aug 2022
Steven Robinson(no longer appointed)
FRN 791707 · Appointed 17 Oct 2017 · Until 12 Mar 2018

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.