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.

David Lewis
IRN DXL00125
- (2447)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 27 Feb 2025)
David Marcus Jones
IRN DMJ01049
- (181)CF22 Investment Adviser (Trainee) (18 Feb 2005 to 22 May 2005)
David Mark Brookbank
IRN DMB00016
- (1819)CF30 Customer (8 May 2009 to 4 Feb 2011)
David Martin Lewins
IRN DML01111
- (812)CF1 Director (AR) (20 Feb 2012 to 17 Oct 2016)
David Martin Vine
IRN DXV00054
- (2276)Appointed representative dealing with clients for which they require qualification (25 Aug 2021 to 24 Jun 2022)
David Maxwell Board
IRN DMB01207
- (788)CF1 Director (AR) (31 Oct 2008 to 10 Oct 2012)
David McGrath
IRN DXM01998
- (675)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (676)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (677)CF1 Director (AR) (since 5 Jul 2007)
David Michael Catchpole
IRN DMC00032
- (2871)CF30 Customer (1 Nov 2007 to 17 Dec 2012)
- (2874)CF4 Partner (AR) (1 Nov 2004 to 5 Jun 2009)
- (2873)CF21 Investment Adviser (10 Dec 2003 to 31 Oct 2007)
- (2872)CF22 Investment Adviser (Trainee) (21 Feb 2003 to 10 Dec 2003)
David Michael Chisnall
IRN DMC01142
- (1841)CF30 Customer (1 Nov 2007 to 3 Jan 2008)
- (1842)CF22 Investment Adviser (Trainee) (26 Sep 2007 to 31 Oct 2007)
David Michael Crabtree
IRN DMC00071
- (2909)CF30 Customer (5 Oct 2011 to 31 Oct 2012)

Smaller firms operating under this firm's FCA authorisation.

Robert Lallo (no longer appointed)
FRN 563315 · Appointed 26 Aug 2011 · Until 20 Jun 2013
Stephen Amos (no longer appointed)
FRN 563316 · Appointed 26 Aug 2011 · Until 19 Apr 2012
Ronald Hancock (no longer appointed)
FRN 563146 · Appointed 25 Aug 2011 · Until 23 Aug 2013
Kenneth Harris (no longer appointed)
FRN 563217 · Appointed 25 Aug 2011 · Until 28 Sep 2016
James Alexander Rennicks (no longer appointed)
FRN 470022 · Appointed 23 Aug 2011 · Until 8 Aug 2013
Dick Bird Consulting Ltd (no longer appointed)
FRN 562670 · Appointed 19 Aug 2011 · Until 23 Aug 2013
Lexion UK Ltd (no longer appointed)
FRN 562648 · Appointed 18 Aug 2011 · Until 23 Aug 2013
Balwant Khaira (no longer appointed)
FRN 562617 · Appointed 18 Aug 2011 · Until 8 Sep 2017
PTFS Leeds Limited (no longer appointed)
FRN 562566 · Appointed 18 Aug 2011 · Until 26 Aug 2016
Sara Lucas (no longer appointed)
FRN 524044 · Appointed 17 Aug 2011 · Until 8 May 2018

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.