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.

Karen Gadsby
IRN KXG01224
- (1268)CF2 Non Executive Director (AR) (31 Oct 2004 to 11 May 2006)
Karen Jill McGrath
IRN KJM01218
- (1532)CF1 Director (AR) (27 Apr 2016 to 30 Jun 2016)
Karen Lallo
IRN KXL01354
- (801)CF1 Director (AR) (13 Jun 2012 to 18 Mar 2013)
Karen Lisa Cordell
IRN KLC01049
- (3375)CF2 Non Executive Director (AR) (16 Feb 2010 to 12 Nov 2012)
Karen Lynn Minter
IRN KLH01049
- (1364)CF2 Non Executive Director (AR) (5 Aug 2009 to 18 Feb 2013)
Karen Pearson
IRN KXP01411
- (957)CF1 Director (27 Oct 2011 to 6 Oct 2014)
Karen Stella Sheldon
IRN KSS00014
- (2767)CF30 Customer (9 May 2008 to 15 Nov 2010)
Karen Suzanne Willis
IRN KXW00078
- (1054)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1055)Appointed representative dealing with clients for which they require qualification (since 22 Feb 2021)
- (1056)CF1 Director (AR) (since 30 Dec 2020)
Karen Walker
IRN KXW00138
- (504)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (505)Appointed representative dealing with clients for which they require qualification (since 25 Jan 2022)
Karun Roda
IRN KXR00069
- (2436)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Jun 2022)

Smaller firms operating under this firm's FCA authorisation.

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.