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 Peart
IRN JXP00076
- CF1 Director (AR) (31 Jan 2011 to 22 Jun 2011)
- CF30 Customer (18 Jun 2009 to 25 Nov 2009)
John Peter Lawton
IRN JPL00016
- CF4 Partner (AR) (31 Oct 2004 to 5 Dec 2006)
John Philippe Fabri
IRN JPF00010
- CF1 Director (AR) (16 Nov 2005 to 28 Feb 2013)
John Porter
IRN JXP00040
- CF4 Partner (AR) (1 Apr 2010 to 1 Apr 2013)
- CF30 Customer (1 Nov 2007 to 31 Dec 2012)
- CF1 Director (AR) (18 Jan 2006 to 31 Mar 2010)
- CF22 Investment Adviser (Trainee) (7 Mar 2005 to 31 Oct 2007)
- CF7 Sole Trader (AR) (7 Mar 2005 to 18 Jan 2006)
John Raymond Hall
IRN JRH01211
- CF1 Director (AR) (8 Feb 2006 to 21 Jul 2008)
John Richard Robinson
IRN JRR00013
- CF1 Director (AR) (19 Apr 2005 to 7 Apr 2014)
John Richard Wilson
IRN JRW01213
- CF1 Director (AR) (17 Mar 2005 to 6 Feb 2008)
John Robert Timothy Ruddick
IRN JXR00075
- Responsible for Insurance Mediation (14 Jan 2005 to 13 Jul 2012)
- CF11 Money Laundering Reporting (27 Mar 2003 to 19 Feb 2007)
- CF10 Compliance Oversight (27 Mar 2003 to 1 Dec 2006)
- CF8 Apportionment and Oversight (27 Mar 2003 to 31 Mar 2009)
- CF1 Director (1 Dec 2001 to 13 Jul 2012)
- CF21 Investment Adviser (1 Dec 2001 to 15 Oct 2002)
John Ross Gallant
IRN JRG01118
- CF4 Partner (AR) (31 Oct 2004 to 31 Jul 2013)
John Roy Cummings
IRN JRC01176
- CF30 Customer (28 Feb 2011 to 23 Jul 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.