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.

Haydn Dent
IRN HRD00001
- (2068)CF1 Director (AR) (31 Oct 2004 to 11 Nov 2004)
Haydn Smith-Sheppard
IRN HXS00470
- (363)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (364)Appointed representative dealing with clients for which they require qualification (since 3 Jun 2024)
Hayley Claire Owens
IRN HCE00002
- (163)CF1 Director (AR) (21 Apr 2008 to 11 Jun 2012)
Hazel Mellor
IRN HXM01343
- (278)CF2 Non Executive Director (AR) (12 Aug 2009 to 30 Sep 2010)
Heather Jean Morris
IRN HJM01081
- (526)CF2 Non Executive Director (AR) (16 Feb 2009 to 21 Sep 2009)
Heather Lisa Craine
IRN HLC01022
- (293)CF1 Director (AR) (12 Nov 2010 to 3 Jan 2012)
Heather Marie Frankum
IRN HMF01022
- (938)CF4 Partner (AR) (11 Jul 2006 to 10 Jul 2008)
Heather Mitchell
IRN HXM00087
- (66)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (67)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Helen Baker
IRN HXB00066
- (723)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Aug 2020)
Helen Charles
IRN HXC00033
- (2474)Appointed representative dealing with clients for which they require qualification (24 Mar 2020 to 3 Dec 2022)

Smaller firms operating under this firm's FCA authorisation.

Daniel McDonald (no longer appointed)
FRN 671607 · Appointed 13 Feb 2015 · Until 4 Dec 2017
Jason Dean Estate Agency Ltd (no longer appointed)
FRN 668610 · Appointed 28 Jan 2015 · Until 7 Feb 2019
Bryan Humphreys (no longer appointed)
FRN 668668 · Appointed 28 Jan 2015 · Until 31 Mar 2016
Peter Cachia (no longer appointed)
FRN 457410 · Appointed 16 Jan 2015 · Until 14 Apr 2022
Paula Sheehy (no longer appointed)
FRN 664559 · Appointed 12 Jan 2015 · Until 31 May 2016
Elm Financial Management Ltd (no longer appointed)
FRN 528441 · Appointed 8 Jan 2015 · Until 31 May 2016
Christopher Jones (no longer appointed)
FRN 589970 · Appointed 8 Jan 2015 · Until 10 Aug 2022
KPZ LTD (no longer appointed)
FRN 664075 · Appointed 8 Jan 2015 · Until 8 Jan 2015
My Place Property Agents Limited (no longer appointed)
FRN 659620 · Appointed 11 Dec 2014 · Until 9 Feb 2021
Liam James T/A Hunters Warrington Ltd (no longer appointed)
FRN 655274 · Appointed 24 Nov 2014 · Until 16 Jul 2015

Updates to this firm's record on the FCA register.

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.