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.

John Samuels
IRN JXS00253
- Appointed representative dealing with clients for which they require qualification (19 Apr 2022 to 20 Jan 2026)
John Scott Douglas Howell
IRN JSH00033
- CF2 Non Executive Director (AR) (8 Oct 2008 to 24 Jun 2010)
John Sharples
IRN JXS00081
- CF1 Director (AR) (27 Feb 2008 to 26 Mar 2010)
John Stallan
IRN JXS00362
- 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 9 Dec 2019)
John Stuart Warr
IRN JSW00030
- CF21 Investment Adviser (25 Jun 2007 to 28 Sep 2007)
- CF22 Investment Adviser (Trainee) (5 May 2006 to 25 Jun 2007)
John Vincent Beirne
IRN JVB00008
- CF4 Partner (AR) (19 Oct 2007 to 19 Apr 2010)
Johora Mudabbir
IRN JXM03623
- 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 9 Dec 2019)
- CF1 Director (AR) (since 30 Sep 2015)
Jon Halbert
IRN JXH00337
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Sep 2024)
Jon Paul Kelly
IRN JPK01073
- CF2 Non Executive Director (AR) (13 Dec 2010 to 11 Dec 2013)
Jon-Paul Edwards
IRN JXE00054
- CF30 Customer (1 Nov 2007 to 30 Jun 2010)
- CF22 Investment Adviser (Trainee) (6 Mar 2007 to 31 Oct 2007)
- CF1 Director (AR) (4 Jan 2007 to 30 Jun 2010)

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.