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.

Gillian Elaine Smith
IRN GES01044
- (955)CF4 Partner (AR) (30 Jan 2006 to 8 Jun 2007)
Giovanni Antonio Brunetti
IRN GAB00002
- (2982)CF30 Customer (1 Nov 2007 to 31 Dec 2008)
- (2985)CF4 Partner (AR) (6 Mar 2007 to 31 Dec 2008)
- (2984)CF21 Investment Adviser (20 May 2004 to 31 Oct 2007)
- (2983)CF22 Investment Adviser (Trainee) (6 Oct 2003 to 20 May 2004)
Giovanni Mandato
IRN GXM00188
- (2349)Appointed representative dealing with clients for which they require qualification (31 Oct 2022 to 22 Dec 2023)
Giuseppe Pinelli
IRN GXP01392
- (615)CF1 Director (AR) (12 Nov 2008 to 20 Oct 2011)
Glan Davies
IRN GXD01366
- (655)CF1 Director (AR) (25 Feb 2008 to 25 Jan 2010)
Glen Alan Parsons
IRN GAP00019
- (2020)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Sep 2024)
- (2019)CF30 Customer (17 Sep 2009 to 31 Oct 2012)
Glen Daniel Davis
IRN GDD00006
- (870)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (871)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (872)CF1 Director (AR) (since 15 Apr 2009)
Glen Patrick Gannon
IRN GPG01026
- (819)CF1 Director (AR) (15 Apr 2009 to 29 Oct 2009)
Glen Roman Clark
IRN GRC00021
- (1098)CF1 Director (AR) (31 Oct 2004 to 4 Jan 2006)
Glyn Thomas Baxter
IRN GXB00060
- (2130)CF30 Customer (1 Nov 2007 to 18 Jul 2008)
- (2131)CF22 Investment Adviser (Trainee) (26 Oct 2007 to 31 Oct 2007)

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.