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.

David Neilan
IRN DXN01157
- CF1 Director (AR) (12 Nov 2004 to 30 Mar 2007)
David Norval Munro
IRN DNM00006
- CF30 Customer (20 Jan 2011 to 31 Oct 2012)
David Parker
IRN DXP00363
- Appointed representative dealing with clients for which they require qualification (23 Feb 2022 to 27 Sep 2022)
David Peel
IRN DXP01459
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jan 2020)
- CF30 Customer (9 Jan 2012 to 31 Jan 2020)
David Peter Carmichael
IRN DPC00016
- CF22 Investment Adviser (Trainee) (24 Nov 2004 to 5 Feb 2007)
- CF1 Director (AR) (12 Nov 2004 to 18 Oct 2007)
David Peter Simpson
IRN DPS01156
- CF30 Customer (19 Feb 2013 to 22 Oct 2013)
David Peter Skinner
IRN DPS01099
- CF30 Customer (27 Jan 2009 to 26 Oct 2012)
- CF1 Director (AR) (27 Jan 2009 to 26 Oct 2012)
David Robert Britch
IRN DRB01130
- CF4 Partner (AR) (31 Oct 2004 to 23 Apr 2007)
David Robert Davidson
IRN DRD01035
- CF4 Partner (AR) (8 Dec 2004 to 26 Sep 2016)
- CF1 Director (AR) (31 Oct 2004 to 8 Dec 2004)
David Robert Tagg
IRN DRT00006
- CF30 Customer (1 Jun 2009 to 31 Oct 2012)

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.