Personal Touch Financial Services Limited

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
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
Credit Brokering
Debt Advice
Equity Release Setup
For Customer, Home reversion plans
Mortgage Setup
For Customer, Regulated mortgage contract
Investment Setup
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
Credit Score Services

Senior staff personally approved by the FCA to hold their roles here.

Lukasz Sasim
IRN LXS00023
- (19)CF1 Director (AR) (since 13 Oct 2020)
Lukasz Szymon Tomczyk
IRN LXT90471
- (3016)Appointed representative dealing with clients for which they require qualification (5 Jul 2021 to 30 May 2022)
- (3017)CF1 Director (AR) (5 Aug 2020 to 28 May 2022)
Luke Andrew Stevens
IRN LXS24953
- (13)CF1 Director (AR) (since 3 Apr 2023)
Luke Roberts
IRN LXS00128
- (3102)Appointed representative dealing with clients for which they require qualification (26 May 2020 to 23 May 2025)
Lyn Julie Perrett
IRN LXP00030
- (3276)CF21 Investment Adviser (1 Dec 2001 to 30 Apr 2003)
Lyndsey Hodgson
IRN LXH73384
- (258)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (259)Appointed representative dealing with clients for which they require qualification (since 2 Oct 2020)
Lyndsey Rounsfell
IRN LXR01222
- (725)CF4 Partner (AR) (19 Sep 2007 to 28 Feb 2011)
Lynn Clifford Workman
IRN LCW00009
- (359)CF30 Customer (23 Mar 2010 to 23 Dec 2010)
Lynne Gertrude Sample
IRN LGM01014
- (1556)CF1 Director (AR) (2 Apr 2009 to 19 Apr 2013)
- (1554)CF30 Customer (2 Apr 2009 to 21 Jan 2010)
- (1555)CF2 Non Executive Director (AR) (23 Oct 2008 to 19 Apr 2013)
Lynzi Harrison
IRN LXH01632
- (1181)SMF10 Chair of the Risk Committee (since 30 Apr 2026)
- (1180)SMF11 Chair of the Audit Committee (since 29 Apr 2024)

Smaller firms operating under this firm's FCA authorisation.

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.