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
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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
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 Retail (Non-Investment Insurance), Commercial, 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.

Joanne Wendy Chapman
IRN JWC01153
- (1471)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Dec 2023)
- (1472)CF1 Director (AR) (17 May 2018 to 18 Dec 2023)
Jocelyn James Dyer
IRN JJD01104
- (199)CF2 Non Executive Director (AR) (27 Jul 2009 to 26 Nov 2012)
Jody Pearmain
IRN JEP01162
- (3330)CF1 Director (AR) (10 Aug 2011 to 19 Mar 2015)
Joel Pomeroy
IRN JXP00193
- (2728)Appointed representative dealing with clients for which they require qualification (14 Sep 2021 to 12 May 2026)
John Albert Ibbs
IRN JAI00005
- (2004)CF30 Customer (6 Nov 2008 to 31 Jul 2009)
- (2005)CF1 Director (AR) (6 Nov 2008 to 31 Mar 2011)
John Alexander Draper
IRN JAD01226
- (3194)CF1 Director (AR) (23 Feb 2006 to 11 Jun 2010)
John Andrew Evans
IRN JAE00013
- (23)CF21 Investment Adviser (1 Dec 2001 to 18 Dec 2003)
John Andrew Pearce
IRN JAP00021
- (722)CF1 Director (AR) (21 Oct 2004 to 26 Oct 2005)
John Anthony Osborne
IRN JAO01049
- (70)CF1 Director (AR) (11 Nov 2008 to 7 Aug 2009)
John Anthony Thaddeus Butterworth
IRN JAB00077
- (637)CF1 Director (AR) (9 Oct 2008 to 25 Feb 2011)

Smaller firms operating under this firm's FCA authorisation.

Richard James (no longer appointed)
FRN 580062 · Appointed 24 Apr 2012 · Until 23 Sep 2016
Keenans Estate Agents Ltd (no longer appointed)
FRN 580014 · Appointed 23 Apr 2012 · Until 9 Jun 2016
Luke Mellon (no longer appointed)
FRN 579901 · Appointed 20 Apr 2012 · Until 22 Sep 2016
PCCB Ltd (no longer appointed)
FRN 579802 · Appointed 19 Apr 2012 · Until 20 Apr 2026
Jenifer Rutherford (no longer appointed)
FRN 579816 · Appointed 19 Apr 2012 · Until 30 Nov 2012
Christopher Purcell (no longer appointed)
FRN 579563 · Appointed 18 Apr 2012 · Until 8 Aug 2013
Andrew Ian Knode (no longer appointed)
FRN 195412 · Appointed 12 Apr 2012 · Until 10 Jun 2013
Paul West (no longer appointed)
FRN 579059 · Appointed 4 Apr 2012 · Until 15 Oct 2013
Omega Financial Services Ltd (no longer appointed)
FRN 192994 · Appointed 30 Mar 2012 · Until 30 Sep 2016
Sherdon Estate Agents (no longer appointed)
FRN 578585 · Appointed 29 Mar 2012 · Until 15 Jun 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.