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.

Geoffrey Plommer
IRN GRP00016
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Apr 2020)
- CF30 Customer (1 Nov 2007 to 5 Apr 2020)
- CF22 Investment Adviser (Trainee) (9 Aug 2007 to 31 Oct 2007)
- CF1 Director (AR) (29 Mar 2006 to 5 Apr 2020)
Geoffrey Potts
IRN GXP00047
- CF30 Customer (1 Nov 2007 to 3 Nov 2009)
- CF22 Investment Adviser (Trainee) (3 Jan 2006 to 31 Oct 2007)
Geoffrey Wright
IRN GXW00092
- CF4 Partner (AR) (17 Nov 2008 to 10 Feb 2009)
George Alexander Bootland
IRN GAB01118
- CF1 Director (AR) (11 Jul 2006 to 23 Feb 2009)
George Allan Connochie
IRN GAC00020
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Aug 2025)
- CF1 Director (AR) (12 Mar 2009 to 29 Aug 2025)
George Crawford Preece
IRN GCP01036
- CF1 Director (AR) (4 Jun 2009 to 27 Nov 2009)
George Henry Diamond
IRN GHD00002
- CF4 Partner (AR) (27 Feb 2009 to 30 Nov 2012)
George Iley
IRN PGI00001
- CF1 Director (AR) (31 Oct 2004 to 12 Aug 2011)
George John Hill
IRN GJH00017
- CF30 Customer (1 Nov 2007 to 10 Jun 2011)
- CF21 Investment Adviser (27 May 2005 to 31 Oct 2007)
- CF4 Partner (AR) (31 Oct 2004 to 26 Feb 2009)
- CF22 Investment Adviser (Trainee) (9 Mar 2004 to 27 May 2005)
George Little
IRN GXL00017
- CF21 Investment Adviser (1 Dec 2001 to 30 Oct 2002)

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.