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.

Elizabeth Harfleet
IRN EXH01240
- (669)CF4 Partner (AR) (18 Mar 2008 to 23 Jan 2010)
Elizabeth Radmore Hayes
IRN ERH01019
- (3089)CF1 Director (AR) (31 Oct 2004 to 2 Mar 2015)
Ella Marie Barton
IRN EXB00180
- (2294)Appointed representative dealing with clients for which they require qualification (1 Jun 2023 to 17 Mar 2025)
Ellen Knights
IRN EXK00047
- (2453)Appointed representative dealing with clients for which they require qualification (20 Aug 2020 to 22 Mar 2024)
Ellen Roome
IRN EMR00004
- (1563)CF1 Director (AR) (21 Sep 2006 to 28 Nov 2016)
Elliot Andrew Cotterell
IRN EXC71159
- (2577)Appointed representative dealing with clients for which they require qualification (9 Jan 2023 to 15 Nov 2023)
- (2578)CF1 Director (AR) (27 Oct 2022 to 15 Nov 2023)
Elliot Lloyd Robert Beesley
IRN EXB00095
- (3177)Appointed representative dealing with clients for which they require qualification (14 Jan 2020 to 27 Jun 2022)
Emily Cook
IRN EXC00077
- (2369)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Aug 2020)
Emily Grace Martin
IRN EXM00084
- (2406)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Jun 2023)
Emily Jane Tarr
IRN EJT01047
- (2737)CF1 Director (AR) (19 May 2009 to 30 Jun 2014)

Smaller firms operating under this firm's FCA authorisation.

Co-operative Independent Financial Solutions Ltd (no longer appointed)
FRN 581589 · Appointed 18 May 2012 · Until 6 Feb 2013
2Let2U Swindon Limited (no longer appointed)
FRN 581241 · Appointed 15 May 2012 · Until 28 Oct 2016
Robert Moorehouse (no longer appointed)
FRN 581209 · Appointed 14 May 2012 · Until 31 Dec 2014
Oluwafemi Awowade (no longer appointed)
FRN 580763 · Appointed 8 May 2012 · Until 8 Aug 2013
Stuart Morgan (no longer appointed)
FRN 580774 · Appointed 8 May 2012 · Until 9 Jun 2016
Thomas Buck (no longer appointed)
FRN 537038 · Appointed 4 May 2012 · Until 26 Jun 2013
Lime Chocolate Consultancy Ltd (no longer appointed)
FRN 580657 · Appointed 3 May 2012 · Until 1 Aug 2016
Dominic Cesare (no longer appointed)
FRN 580359 · Appointed 30 Apr 2012 · Until 22 Sep 2016
Coast Financial Services Limited (no longer appointed)
FRN 580321 · Appointed 27 Apr 2012 · Until 24 Dec 2012
Katherine Roberts (no longer appointed)
FRN 580161 · Appointed 25 Apr 2012 · Until 3 Nov 2016

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.