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 Edward Matthew Whitwam
IRN DEW01066
- CF1 Director (AR) (8 Aug 2013 to 11 Jun 2015)
David Elliott
IRN DXE00026
- 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 31 Oct 2008)
- CF30 Customer (21 Sep 2009 to 22 Oct 2012)
David Francis Dilkes
IRN DFD01022
- CF11 Money Laundering Reporting (15 May 2014 to 8 Dec 2019)
David Francis Hodgkinson
IRN DXH00152
- CF1 Director (AR) (23 Jun 2006 to 28 Feb 2008)
David Frank Clare
IRN DFC01048
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Jan 2020)
- CF1 Director (AR) (31 Oct 2004 to 31 Oct 2004)
David Geoffrey Simpson
IRN DGS00002
- CF1 Director (AR) (10 Dec 2004 to 29 Mar 2006)
David Geoffrey Wright
IRN DGW00024
- CF1 Director (AR) (31 Oct 2004 to 24 Feb 2010)
David Gunderson
IRN DXG00137
- CF30 Customer (9 Jan 2012 to 30 Nov 2018)
David Harper
IRN DXH01636
- CF30 Customer (13 Dec 2011 to 30 Nov 2012)
David Henry Earing
IRN DHE00001
- CF1 Director (AR) (24 Aug 2009 to 30 Apr 2010)

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.