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.

Andrew John Baker
IRN AJB00163
- CF4 Partner (AR) (3 Dec 2008 to 25 Feb 2011)
Andrew John Barham
IRN AJB00119
- CF4 Partner (AR) (31 Oct 2004 to 1 Dec 2006)
Andrew John Bates
IRN AXB00332
- CF1 Director (AR) (3 May 2007 to 7 Oct 2010)
Andrew John Bishop
IRN AJB00092
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 May 2023)
Andrew John Brown
IRN AJB00050
- CF30 Customer (20 Apr 2010 to 20 Jul 2012)
Andrew John Lawrenson
IRN AJL01251
- 21. Advising or arranging (bringing about) equity release transactions
- 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) (3 Nov 2009 to 14 Nov 2022)
Andrew John Liddle
IRN AJL00059
- CF1 Director (AR) (27 Jun 2016 to 29 Nov 2018)
Andrew John Mayne
IRN AJM01569
- CF30 Customer (25 Sep 2012 to 30 Nov 2012)
Andrew John Mowforth
IRN AJM00079
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jan 2020)
- CF30 Customer (23 Nov 2011 to 31 Jan 2020)
Andrew John Parkinson
IRN AJP00061
- CF22 Investment Adviser (Trainee) (7 Jun 2006 to 31 May 2007)

Smaller firms operating under this firm's FCA authorisation.

David Downie (no longer appointed)
FRN 564943 · Appointed 20 Sep 2011 · Until 24 Dec 2012
Guardian Insure Limited (no longer appointed)
FRN 564988 · Appointed 20 Sep 2011 · Until 17 Dec 2015
Jagtar Koritana (no longer appointed)
FRN 564762 · Appointed 19 Sep 2011 · Until 28 Nov 2013
The Money Range Limited (no longer appointed)
FRN 564733 · Appointed 19 Sep 2011 · Until 24 Jun 2013
David Weedall (no longer appointed)
FRN 564399 · Appointed 12 Sep 2011 · Until 28 Sep 2016
Syed Ali (no longer appointed)
FRN 563904 · Appointed 5 Sep 2011 · Until 31 Oct 2014
Paul Leonard (no longer appointed)
FRN 404405 · Appointed 2 Sep 2011 · Until 28 Oct 2012
1st Protect Limited (no longer appointed)
FRN 563672 · Appointed 1 Sep 2011 · Until 19 Jul 2013
Independent Debt Management Ltd (no longer appointed)
FRN 563365 · Appointed 30 Aug 2011 · Until 8 Aug 2013
Stephen Amos (no longer appointed)
FRN 563316 · Appointed 26 Aug 2011 · Until 19 Apr 2012

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.