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.

Joel Pomeroy
IRN JXP00193
- 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 14 Sep 2021)
John Albert Ibbs
IRN JAI00005
- CF1 Director (AR) (6 Nov 2008 to 31 Mar 2011)
- CF30 Customer (6 Nov 2008 to 31 Jul 2009)
John Alexander Draper
IRN JAD01226
- CF1 Director (AR) (23 Feb 2006 to 11 Jun 2010)
John Andrew Evans
IRN JAE00013
- CF21 Investment Adviser (1 Dec 2001 to 18 Dec 2003)
John Andrew Pearce
IRN JAP00021
- CF1 Director (AR) (21 Oct 2004 to 26 Oct 2005)
John Anthony Osborne
IRN JAO01049
- CF1 Director (AR) (11 Nov 2008 to 7 Aug 2009)
John Anthony Thaddeus Butterworth
IRN JAB00077
- CF1 Director (AR) (9 Oct 2008 to 25 Feb 2011)
John Armstrong
IRN JXA00099
- CF1 Director (AR) (7 Jul 2005 to 31 Oct 2012)
John Arnold Crabtree
IRN JAC01325
- CF4 Partner (AR) (1 Jul 2008 to 30 Dec 2014)
John Atton
IRN JXA00132
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Feb 2023)

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.