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.

Lee Andrew Morgan
IRN LAM01098
- (718)CF1 Director (AR) (13 Mar 2008 to 8 Mar 2011)
Lee Barry Gardner
IRN LBG00001
- (2972)CF30 Customer (1 Nov 2007 to 30 Nov 2012)
- (2974)CF1 Director (AR) (5 Apr 2005 to 17 Dec 2012)
- (2973)CF22 Investment Adviser (Trainee) (8 Dec 2004 to 31 Oct 2007)
Lee David Howard
IRN LDH01039
- (2716)CF4 Partner (AR) (21 Aug 2008 to 31 Dec 2013)
Lee David Monaghan
IRN LDM01028
- (743)CF2 Non Executive Director (AR) (17 Nov 2008 to 19 Dec 2008)
Lee Davis
IRN LXD00076
- (2455)CF1 Director (AR) (24 Aug 2021 to 25 Dec 2025)
- (2454)Appointed representative dealing with clients for which they require qualification (20 Apr 2020 to 25 Dec 2025)
Lee Dylan Guest
IRN LDG01014
- (3073)CF1 Director (AR) (8 Dec 2008 to 10 Apr 2014)
Lee George Crichton
IRN LXC00229
- (485)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (486)Appointed representative dealing with clients for which they require qualification (since 30 Mar 2026)
Lee Harvey Nugent
IRN LHN00001
- (687)CF30 Customer (18 Mar 2010 to 31 Oct 2012)
Lee Jason Whiteside
IRN LJW00011
- (2587)CF30 Customer (18 Aug 2008 to 27 Nov 2012)
Lee Kelvin Mynard
IRN LKM01020
- (2616)CF1 Director (AR) (2 Feb 2007 to 3 Apr 2009)

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.