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
Show 1 limitation Hide limitations
- · 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 Surman
IRN DXS00242
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Feb 2023)
David Tallis
IRN DXT01311
- CF1 Director (AR) (22 Apr 2005 to 22 Jun 2005)
David Taylor Muir
IRN DTM00001
- CF1 Director (AR) (31 Oct 2004 to 6 Aug 2013)
David Thomas Morton
IRN DTM01051
- CF1 Director (AR) (7 Aug 2007 to 27 Aug 2008)
David Thomson
IRN DXT00013
- CF29 Significant management (3 Sep 2008 to 19 Jan 2010)
- CF3 Chief Executive (3 Sep 2008 to 19 Jan 2010)
- CF1 Director (3 Sep 2008 to 26 May 2011)
- CF4 Partner (AR) (15 Feb 2005 to 23 Apr 2009)
- CF1 Director (AR) (1 Nov 2004 to 23 Apr 2009)
David Trevor Graham
IRN DTG00003
- CF1 Director (AR) (31 Oct 2004 to 30 Sep 2013)
David Uvieghara
IRN DXU01023
- CF1 Director (AR) (4 Apr 2005 to 4 Apr 2005)
David Wayne Conway
IRN DWC01084
- 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 17 Jan 2017)
David Whittingham
IRN DXW00001
- CF30 Customer (15 Oct 2010 to 30 Nov 2012)
David William Alexander Morton
IRN DXM00584
- 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 5 Sep 2022)

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.