Personal Touch Financial Services Limited

Watch for changes

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
Show 1 limitation Hide limitations
- · 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
Show 2 limitations Hide limitations
- · 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
Show 1 limitation Hide limitations
- · 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.

James Christian Hulme
IRN JCH00044
- CF1 Director (AR) (since 13 Feb 2023)
James David Coldicott
IRN JDC00052
- CF30 Customer (1 Nov 2007 to 2 Jul 2009)
- CF22 Investment Adviser (Trainee) (26 Aug 2005 to 31 Oct 2007)
- CF1 Director (AR) (26 Aug 2005 to 2 Jul 2009)
James Derek Martin Browne
IRN JDB00039
- CF30 Customer (1 Nov 2007 to 31 Dec 2010)
- CF21 Investment Adviser (27 May 2005 to 31 Oct 2007)
- CF22 Investment Adviser (Trainee) (27 Mar 2003 to 27 May 2005)
James Edward Evans
IRN JXE00184
- Appointed representative dealing with clients for which they require qualification (1 Dec 2021 to 25 May 2023)
James Edward George Smith
IRN JXS00365
- Appointed representative dealing with clients for which they require qualification (14 Jan 2020 to 30 Jun 2022)
James Edward Prophett
IRN JEP00006
- CF1 Director (AR) (3 Jun 2008 to 14 Dec 2009)
James Elliott
IRN JXE00086
- 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 16 Dec 2019)
James Ernest Van Mechelen
IRN JEV01023
- CF1 Director (AR) (30 Jul 2012 to 22 Apr 2013)
James Evans
IRN JXE00100
- Appointed representative dealing with clients for which they require qualification (31 Mar 2023 to 18 Dec 2023)
James Francis George Hillier
IRN JFH01046
- CF1 Director (AR) (17 Mar 2005 to 19 Jun 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.