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.

Jonathan Convery
IRN JXC02174
- (3237)CF1 Director (AR) (21 Dec 2010 to 9 Nov 2012)
- (3236)CF30 Customer (11 Nov 2008 to 15 May 2009)
Jonathan Froggett
IRN JXF00040
- (773)CF1 Director (AR) (5 Sep 2006 to 25 Nov 2008)
Jonathan Gerard Tait
IRN JGT01087
- (1179)CF1 Director (AR) (since 23 Nov 2022)
Jonathan Howard David Lester
IRN JHL00004
- (1786)CF30 Customer (25 Jun 2012 to 31 Dec 2012)
Jonathan Hulse
IRN JXH00335
- (146)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (147)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Jonathan Ian Paine
IRN JIP00002
- (1112)CF30 Customer (1 Jul 2010 to 28 Oct 2012)
Jonathan James Smith
IRN JJS01108
- (3235)CF1 Director (AR) (18 Oct 2007 to 22 Aug 2011)
Jonathan Mark Boyle
IRN JMB00066
- (241)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (242)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Jonathan Martin Daws-Chew
IRN JXD00150
- (81)CF30 Customer (1 Nov 2007 to 20 Nov 2007)
- (83)CF1 Director (AR) (8 Apr 2005 to 20 Nov 2007)
- (82)CF22 Investment Adviser (Trainee) (8 Apr 2005 to 31 Oct 2007)
Jonathan Michael Camm
IRN JXC00134
- (2075)Appointed representative dealing with clients for which they require qualification (26 Mar 2024 to 8 Apr 2024)

Smaller firms operating under this firm's FCA authorisation.

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.