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.

Gavin Michael Wise
IRN GMW00019
- CF30 Customer (1 Nov 2007 to 31 Dec 2010)
- CF1 Director (AR) (10 Sep 2007 to 31 Dec 2010)
- CF22 Investment Adviser (Trainee) (10 Sep 2007 to 31 Oct 2007)
Gavin Peter Hill
IRN GPH01055
- CF1 Director (AR) (11 Oct 2011 to 26 Mar 2013)
- CF30 Customer (11 Oct 2011 to 26 Mar 2013)
Gavin Samuel Ward
IRN GSW01056
- CF1 Director (AR) (14 Nov 2007 to 31 Jan 2024)
Gavin Trevor Tansey
IRN GXT00011
- CF30 Customer (12 Apr 2010 to 31 May 2016)
- CF1 Director (AR) (12 Apr 2010 to 31 May 2016)
Gavin Wrigley Barratt
IRN GWB01075
- 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 28 Sep 2020)
- CF1 Director (AR) (since 28 Sep 2020)
- CF1 Director (AR) (2 Sep 2020 to 9 Sep 2020)
Geeta Agarwal
IRN GXA26624
- CF1 Director (AR) (7 Feb 2022 to 17 May 2022)
Gemma Whiting
IRN GXW00114
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Aug 2023)
Geoff Irvine
IRN GAI00005
- CF1 Director (AR) (16 Nov 2004 to 19 Feb 2016)
Geoffrey Hill
IRN GXH00024
- 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)
Geoffrey Oliver
IRN GXO00011
- CF1 Director (AR) (25 May 2007 to 29 Nov 2013)

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.