Personal Touch Financial Services Limited

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
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
Credit Brokering
Debt Advice
Equity Release Setup
For Customer, Home reversion plans
Mortgage Setup
For Customer, Regulated mortgage contract
Investment Setup
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
Credit Score Services

Senior staff personally approved by the FCA to hold their roles here.

Gareth Lyn Morgan
IRN GLM01042
- (2784)CF1 Director (AR) (30 Jan 2009 to 20 Mar 2009)
Gareth Richards
IRN GXR00332
- (340)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (341)Appointed representative dealing with clients for which they require qualification (since 7 Apr 2025)
Gareth Scott Williams
IRN GSW00007
- (579)CF1 Director (AR) (23 Oct 2006 to 25 May 2010)
Gareth Smith
IRN GXS00393
- (2257)Appointed representative dealing with clients for which they require qualification (23 Nov 2021 to 23 Jun 2022)
Garry Alexander Dean
IRN GAD01066
- (718)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (719)Appointed representative dealing with clients for which they require qualification (since 30 Apr 2021)
- (720)CF1 Director (AR) (since 6 Apr 2021)
- (3199)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Aug 2021)
Garry Bernard Friel
IRN GBF00003
- (252)CF1 Director (AR) (31 Oct 2004 to 7 Sep 2006)
Garry David Bemister
IRN GXB00199
- (2342)Appointed representative dealing with clients for which they require qualification (11 May 2021 to 24 Oct 2021)
Garry Michael Whelan
IRN GMW01071
- (349)CF22 Investment Adviser (Trainee) (1 Dec 2005 to 27 Jul 2006)
Garry Robert Dawson
IRN GRD01066
- (1089)CF1 Director (AR) (17 Nov 2006 to 11 May 2007)
Garry Singh
IRN GXS01877
- (2759)CF1 Director (AR) (7 Jul 2011 to 28 Jun 2013)

Smaller firms operating under this firm's FCA authorisation.

Patrick Lennon(no longer appointed)
FRN 553932 · Appointed 21 Jun 2011 · Until 8 Aug 2013
Independent Mortgage Hypermarket Ltd(no longer appointed)
FRN 553838 · Appointed 20 Jun 2011 · Until 22 Sep 2016
Patrick Lennon(no longer appointed)
FRN 553885 · Appointed 20 Jun 2011 · Until 8 Aug 2013
RSC Financial Planning Limited(no longer appointed)
FRN 553607 · Appointed 15 Jun 2011 · Until 14 Jul 2011
Rowan Properties(no longer appointed)
FRN 553616 · Appointed 15 Jun 2011 · Until 19 Mar 2013
Marshall Vizard LLP(no longer appointed)
FRN 424628 · Appointed 15 Jun 2011 · Until 8 Aug 2013
Agnew Mitchell & Cairns Limited(no longer appointed)
FRN 553619 · Appointed 15 Jun 2011 · Until 8 Aug 2013
Helen Margaret McKay(no longer appointed)
FRN 553554 · Appointed 14 Jun 2011 · Until 10 Aug 2022
Ace Financial Solutions(no longer appointed)
FRN 490108 · Appointed 13 Jun 2011 · Until 31 Dec 2012
Chariot Estates Ltd(no longer appointed)
FRN 500378 · Appointed 9 Jun 2011 · Until 28 Sep 2016

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.