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.

Hazel Mellor
IRN HXM01343
- CF2 Non Executive Director (AR) (12 Aug 2009 to 30 Sep 2010)
Heather Jean Morris
IRN HJM01081
- CF2 Non Executive Director (AR) (16 Feb 2009 to 21 Sep 2009)
Heather Lisa Craine
IRN HLC01022
- CF1 Director (AR) (12 Nov 2010 to 3 Jan 2012)
Heather Marie Frankum
IRN HMF01022
- CF4 Partner (AR) (11 Jul 2006 to 10 Jul 2008)
Heather Mitchell
IRN HXM00087
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Helen Baker
IRN HXB00066
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Aug 2020)
Helen Charles
IRN HXC00033
- Appointed representative dealing with clients for which they require qualification (24 Mar 2020 to 3 Dec 2022)
Helen Dean
IRN HXD00052
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Appointed representative dealing with clients for which they require qualification (since 13 Nov 2023)
- CF1 Director (AR) (since 6 Apr 2021)
Helen Jane Roberts
IRN HJR01029
- CF1 Director (AR) (3 Jan 2008 to 9 Dec 2010)
Helen Louise Brandon-Snell
IRN HLB01020
- CF1 Director (AR) (15 May 2020 to 19 Jun 2020)

Smaller firms operating under this firm's FCA authorisation.

Updates to this firm's record on the FCA register.

No changes recorded yet.

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.