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.

Clementine Jeffries
IRN CXJ01333
- CF1 Director (AR) (since 28 May 2015)
Clive Bernard Read
IRN CBR01022
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- CF1 Director (AR) (since 11 Apr 2022)
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Clive Ernest Jefferson
IRN CEJ01022
- CF1 Director (AR) (10 Feb 2006 to 8 Apr 2010)
Clive Hollins
IRN CXH00026
- CF30 Customer (4 Dec 2009 to 14 Jun 2012)
Clive James Baker
IRN CJB01350
- CF1 Director (AR) (15 Aug 2006 to 28 Aug 2009)
Clive Nicholas Sweeney
IRN CNS00004
- CF1 Director (AR) (1 Nov 2010 to 18 Nov 2013)
Colin Anthony Barrett-Treen
IRN CAB00028
- CF1 Director (AR) (31 Oct 2004 to 27 Feb 2006)
Colin Baker
IRN CXB00055
- 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 18 Dec 2018)
- CF1 Director (AR) (20 Apr 2006 to 31 Dec 2012)
Colin Barry Delve
IRN CBD00008
- CF1 Director (AR) (18 Oct 2004 to 1 Nov 2006)
Colin Booth
IRN CXB00022
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Oct 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.