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.

Carol Elaine Stevens
IRN CEB01091
- CF1 Director (AR) (4 Oct 2007 to 30 Jun 2010)
Carol Ivy Fiddy
IRN CIF01014
- CF1 Director (AR) (8 Jun 2017 to 8 Jan 2019)
Caroline Ann Mayor
IRN CAM01222
- CF2 Non Executive Director (AR) (7 Sep 2011 to 2 Oct 2024)
- CF1 Director (AR) (5 Jul 2007 to 7 Sep 2011)
Caroline Bird
IRN CXB02118
- CF30 Customer (19 Apr 2013 to 8 Dec 2019)
Caroline Henderson
IRN CXH01662
- CF4 Partner (AR) (6 Jan 2009 to 31 Dec 2012)
Caroline Jean Maguire
IRN CJM01270
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Feb 2020)
Caroline Laura Henry
IRN CLH01090
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jan 2024)
- CF1 Director (AR) (14 Nov 2007 to 31 Jan 2024)
Caroline Laurenti
IRN CXL01254
- CF1 Director (AR) (31 Oct 2004 to 31 Jul 2008)
Caroline McCulloch
IRN CXM02728
- 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)
- CF1 Director (AR) (since 18 Aug 2017)
Carolyn Connor
IRN CXC01623
- CF4 Partner (AR) (31 May 2007 to 5 Jun 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.