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.

Deniz Bora Erden
IRN DBE00001
- (813)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (814)Appointed representative dealing with clients for which they require qualification (since 3 Oct 2022)
- (815)CF1 Director (AR) (since 14 Sep 2022)
Dennis Arthur Hewitt
IRN DAH00006
- (133)CF28 Systems and controls (1 Sep 2008 to 24 Dec 2009)
- (135)CF1 Director (30 Nov 2006 to 24 Dec 2009)
- (134)CF10 Compliance Oversight (30 Nov 2006 to 24 Dec 2009)
Dennis Martin Lipton
IRN DML00018
- (1856)Appointed representative dealing with clients for which they require qualification (5 Aug 2022 to 3 Feb 2023)
Dennis William Tidmarsh
IRN DWT00015
- (2103)CF30 Customer (21 Nov 2011 to 31 Oct 2012)
Deon Sean Bennett
IRN DSB00037
- (547)CF30 Customer (23 Sep 2009 to 7 Sep 2012)
Derek Casey
IRN DXC00153
- (1064)CF4 Partner (AR) (12 Jan 2011 to 29 Jan 2013)
Derek Clemence Goodsell
IRN DCG00017
- (1834)CF22 Investment Adviser (Trainee) (17 Jan 2007 to 15 Jun 2007)
Derek Edward Francis
IRN DEF01038
- (379)CF1 Director (AR) (21 Nov 2013 to 11 Nov 2014)
Derek George Hope
IRN DGH00026
- (2033)CF1 Director (AR) (13 Oct 2010 to 28 Feb 2013)
Derek John Murdoch
IRN DJM00201
- (1168)CF30 Customer (17 Feb 2009 to 27 Nov 2012)

Smaller firms operating under this firm's FCA authorisation.

Tudor Asset Management Ltd (no longer appointed)
FRN 573518 · Appointed 25 Jan 2012 · Until 8 Aug 2013
Terence Stevens (no longer appointed)
FRN 497474 · Appointed 17 Jan 2012 · Until 22 Oct 2012
Redbrick Solutions (UK) Ltd (no longer appointed)
FRN 488625 · Appointed 16 Jan 2012 · Until 29 Jun 2015
Ashview Estates (no longer appointed)
FRN 569551 · Appointed 13 Jan 2012 · Until 8 Aug 2013
Steve Kozlowski (no longer appointed)
FRN 572585 · Appointed 13 Jan 2012 · Until 26 Sep 2016
Excellence Mortgage Services Limited (no longer appointed)
FRN 412197 · Appointed 11 Jan 2012 · Until 29 Oct 2012
Oracle Financial Management Ltd (no longer appointed)
FRN 477760 · Appointed 11 Jan 2012 · Until 31 Jan 2013
Olympus Financial Services Limited (no longer appointed)
FRN 572305 · Appointed 9 Jan 2012 · Until 3 Sep 2013
Right Estate Agents Ltd (no longer appointed)
FRN 572280 · Appointed 6 Jan 2012 · Until 9 Jun 2016
WJ McClelland Company (no longer appointed)
FRN 157083 · Appointed 3 Jan 2012 · Until 8 Aug 2013

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.