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.

Darren Winnard
IRN DXW01739
- (232)CF4 Partner (AR) (25 Jan 2010 to 17 Jan 2013)
Darrin Robert McDowall
IRN DRM00029
- (587)CF30 Customer (28 Feb 2012 to 28 Oct 2012)
- (588)CF1 Director (AR) (9 Jan 2012 to 3 Sep 2013)
Daryl Charles Vickers
IRN DCV01006
- (1124)CF4 Partner (AR) (31 Oct 2004 to 23 Apr 2007)
Daryl Cornelius
IRN DXC01647
- (76)CF1 Director (AR) (20 Oct 2010 to 15 Nov 2012)
David Adam Watters
IRN DAW01182
- (3341)CF1 Director (AR) (5 Jun 2009 to 27 Mar 2015)
David Alan Cooper
IRN DAC00073
- (1360)CF30 Customer (1 Nov 2007 to 31 Oct 2012)
- (1362)CF1 Director (AR) (25 May 2007 to 30 Dec 2013)
- (1361)CF22 Investment Adviser (Trainee) (25 May 2007 to 31 Oct 2007)
David Alan Grindrod
IRN DAG01176
- (122)CF1 Director (AR) (14 Dec 2009 to 6 May 2014)
David Alan Rounsfell
IRN DAR00062
- (1937)CF4 Partner (AR) (19 Sep 2007 to 28 Feb 2011)
David Alan Thompson
IRN DAT01071
- (2795)CF1 Director (AR) (8 Apr 2011 to 11 May 2020)
- (2792)CF30 Customer (1 Nov 2007 to 11 May 2020)
- (2794)CF4 Partner (AR) (1 Dec 2006 to 30 Mar 2011)
- (2793)CF22 Investment Adviser (Trainee) (1 Dec 2006 to 31 Oct 2007)
David Alec Newman
IRN DAN00025
- (848)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (849)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (850)CF1 Director (AR) (since 30 Aug 2019)

Smaller firms operating under this firm's FCA authorisation.

Hazle & Company (no longer appointed)
FRN 201234 · Appointed 9 May 2011 · Until 22 Sep 2016
Eve Trayler (no longer appointed)
FRN 550166 · Appointed 9 May 2011 · Until 24 Dec 2013
Delmor (Cowdenbeath) Ltd (no longer appointed)
FRN 550056 · Appointed 6 May 2011 · Until 13 Oct 2022
Woodhall Properties (Cheshire) Limited (no longer appointed)
FRN 549943 · Appointed 5 May 2011 · Until 8 Nov 2016
Igloo.co.uk Ltd (no longer appointed)
FRN 446019 · Appointed 26 Apr 2011 · Until 12 Apr 2022
Little Investment Ltd (no longer appointed)
FRN 547630 · Appointed 18 Apr 2011 · Until 23 Oct 2013
Oswald Cutayar (no longer appointed)
FRN 547495 · Appointed 15 Apr 2011 · Until 9 Apr 2013
Gibbins Richard Ltd (no longer appointed)
FRN 423887 · Appointed 11 Apr 2011 · Until 9 Apr 2013
Just Simply Accounting Limited (no longer appointed)
FRN 545006 · Appointed 8 Apr 2011 · Until 9 Jun 2016
Jennifer Hall (no longer appointed)
FRN 544870 · Appointed 6 Apr 2011 · Until 13 Jan 2012

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.