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.

Joanne Blackburn
IRN JXB00667
- [FCA CF] Significant management (1 Nov 2020 to 11 Nov 2024)
Joanne Ellen Badger
IRN JXB00551
- [FCA CF] Significant management (27 Sep 2023 to 24 Mar 2026)
- SMF18 Other Overall Responsibility (15 Oct 2021 to 19 Aug 2022)
Joanne Forbes
IRN JXF00148
- 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 25 Nov 2022)
Joanne Gallagher
IRN JXG02419
- 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 5 Sep 2018)
Joanne Osborne
IRN JXO01538
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Feb 2026)
- CF1 Director (AR) (26 Oct 2016 to 4 Feb 2026)
Joanne Sarah Williams
IRN JSW00038
- CF1 Director (AR) (4 Oct 2012 to 6 Jun 2014)
Joanne Thurman
IRN JXT01469
- CF4 Partner (AR) (4 Jan 2007 to 3 May 2011)
Joanne Wendy Chapman
IRN JWC01153
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Dec 2023)
- CF1 Director (AR) (17 May 2018 to 18 Dec 2023)
Jocelyn James Dyer
IRN JJD01104
- CF2 Non Executive Director (AR) (27 Jul 2009 to 26 Nov 2012)
Jody Pearmain
IRN JEP01162
- CF1 Director (AR) (10 Aug 2011 to 19 Mar 2015)

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.