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 Lowe
IRN JXL01448
- SMF9 Chair of the Governing Body (since 10 Nov 2023)
- SMF10 Chair of the Risk Committee (21 Jul 2023 to 10 Nov 2023)
John Martin Little
IRN JML01067
- CF2 Non Executive Director (25 Oct 2006 to 30 Jun 2008)
John McDonagh
IRN JXM00115
- CF1 Director (AR) (17 Dec 2009 to 12 Feb 2010)
- CF30 Customer (2 Sep 2009 to 12 Feb 2010)
- CF4 Partner (AR) (31 Oct 2004 to 12 Feb 2010)
John Michael Scott
IRN JXS01878
- Appointed representative dealing with clients for which they require qualification (4 Oct 2023 to 5 Jul 2024)
John Murphy
IRN JXM00074
- CF1 Director (AR) (14 Sep 2005 to 19 Jan 2018)
John Neil Poole
IRN JNP00003
- CF4 Partner (AR) (31 Oct 2005 to 26 Mar 2008)
- CF22 Investment Adviser (Trainee) (12 Nov 2004 to 22 Nov 2005)
John Nevill Hodgins
IRN JNH01065
- CF1 Director (AR) (25 Aug 2009 to 6 Nov 2014)
John Norman Murray
IRN JNM01060
- CF1 Director (AR) (12 Dec 2005 to 30 Jan 2009)
John Oswald Chrisp
IRN JOC01016
- CF1 Director (AR) (21 Feb 2007 to 17 Jun 2010)
John Palethorpe
IRN JGP01054
- CF30 Customer (6 Aug 2009 to 25 Aug 2009)

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.