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.

Ian Heath Leslie
IRN IHL00002
- CF1 Director (AR) (31 Oct 2004 to 19 Aug 2005)
Ian James Birch
IRN IJB01058
- CF1 Director (AR) (31 Oct 2004 to 8 Feb 2007)
Ian James Okell
IRN IJO00002
- CF1 Director (AR) (14 Dec 2004 to 9 Oct 2007)
Ian James Shaw
IRN IJS01046
- CF1 Director (AR) (7 Mar 2007 to 17 Jun 2008)
Ian Martin
IRN IXM00022
- CF30 Customer (1 Nov 2007 to 24 May 2011)
- CF22 Investment Adviser (Trainee) (3 Oct 2007 to 31 Oct 2007)
Ian Martin Marcusfield
IRN IMM01061
- CF4 Partner (AR) (31 Oct 2004 to 4 Jul 2011)
Ian McAnearney
IRN IXM00175
- Appointed representative dealing with clients for which they require qualification (6 Oct 2021 to 10 Oct 2023)
Ian Michael Harris
IRN IMH00010
- CF1 Director (AR) (22 Sep 2008 to 30 Apr 2009)
Ian Michael Sweet
IRN IMS01066
- CF1 Director (AR) (1 Apr 2016 to 30 Sep 2016)
Ian Morley
IRN IDM01059
- CF1 Director (AR) (1 Sep 2011 to 26 Aug 2016)
- CF4 Partner (AR) (15 May 2007 to 17 Nov 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.