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.

Jan Johnson
IRN JMB01376
- CF1 Director (AR) (23 Nov 2006 to 30 Sep 2011)
Jan Malin Harries
IRN JXM00379
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Aug 2023)
Jane Annalie Williams
IRN JAW01304
- CF4 Partner (AR) (8 Jan 2010 to 31 Mar 2010)
Jane Anne Smith
IRN JAS01376
- CF4 Partner (AR) (30 Jan 2006 to 8 Jun 2007)
Jane Elizabeth Carr
IRN JEC01210
- CF1 Director (AR) (21 May 2007 to 3 Jun 2010)
Jane Finn
IRN JXF00068
- CF1 Director (AR) (25 May 2005 to 3 Apr 2006)
- CF22 Investment Adviser (Trainee) (13 Feb 2003 to 1 Aug 2003)
Jane Lesley Charlton
IRN JLC00005
- CF30 Customer (1 Nov 2007 to 31 Dec 2012)
- CF22 Investment Adviser (Trainee) (27 May 2005 to 31 Oct 2007)
- CF1 Director (AR) (27 May 2005 to 31 Dec 2012)
Jane Lillian Jones
IRN JLJ01024
- CF4 Partner (AR) (26 Oct 2010 to 3 Feb 2011)
- CF1 Director (AR) (16 May 2007 to 3 Feb 2011)
Jane Mary Farrell
IRN JMF01116
- CF2 Non Executive Director (AR) (27 Oct 2008 to 28 Apr 2011)
Jane North
IRN JXS00364
- 21. Advising or arranging (bringing about) equity release transactions
- 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)

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.