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.

Derek Roy Neerkin
IRN DRN00004
- CF1 Director (AR) (22 Oct 2008 to 2 Feb 2009)
Derrick Langley
IRN DXL01359
- CF1 Director (AR) (19 Jul 2005 to 31 Oct 2012)
Desmond Lee
IRN DXL00018
- CF30 Customer (1 Nov 2007 to 14 Jun 2010)
- CF21 Investment Adviser (27 May 2005 to 31 Oct 2007)
- CF22 Investment Adviser (Trainee) (1 Sep 2004 to 27 May 2005)
- CF1 Director (AR) (1 Sep 2004 to 14 Jun 2010)
Dharam Raval
IRN DXR01962
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Sep 2024)
- CF1 Director (AR) (3 Oct 2019 to 1 Sep 2024)
Dharmik Mohanbhai Patel
IRN DXP80966
- CF1 Director (AR) (29 May 2020 to 29 Jan 2021)
Diane Malcolm
IRN DXM00527
- Appointed representative dealing with clients for which they require qualification (25 Jun 2021 to 14 Mar 2025)
Diann Schofield
IRN DXS00071
- 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)
- CF4 Partner (AR) (2 Dec 2004 to 30 Jun 2011)
Diarmuid James Phoenix
IRN DJP01362
- CF4 Partner (AR) (since 21 Aug 2020)
Dick Kerry
IRN RJK00021
- CF30 Customer (1 Nov 2007 to 26 Oct 2012)
- CF21 Investment Adviser (10 Aug 2006 to 31 Oct 2007)
- CF22 Investment Adviser (Trainee) (12 Dec 2005 to 10 Aug 2006)
- CF1 Director (AR) (12 Dec 2005 to 7 Jan 2013)
Dilipkumar Arjan Ladwa
IRN DXL00062
- CF1 Director (AR) (5 Feb 2007 to 1 Jul 2008)

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.