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.

Briggette Madge Odell Dusart
IRN BXD01240
- CF1 Director (AR) (26 Oct 2006 to 6 Aug 2010)
Brinder Pal Singh
IRN BPS01029
- CF1 Director (AR) (5 Nov 2008 to 6 Jan 2012)
Bronagh Mary O'Neill
IRN BMO01024
- CF1 Director (AR) (23 Jun 2009 to 19 Jul 2011)
Bruno James Munro-Lafon
IRN BJM01151
- CF4 Partner (AR) (31 Oct 2004 to 16 Jul 2008)
Bryan Andrew Cole
IRN BAC00007
- CF1 Director (AR) (4 Nov 2004 to 10 Jun 2005)
Bryan David Lock
IRN BDL01019
- CF1 Director (AR) (13 Dec 2011 to 26 Mar 2013)
Bryan Troy Patrick Connellan
IRN BTC01031
- CF4 Partner (AR) (6 Jan 2009 to 31 Dec 2012)
Bryce Paul Glover
IRN BXG01100
- SMF10 Chair of the Risk Committee (since 25 Apr 2024)
Bryn Gareth Roach
IRN BGR00012
- CF22 Investment Adviser (Trainee) (20 Apr 2005 to 2 Oct 2007)
Calvin Rodgers
IRN CXR01496
- CF4 Partner (AR) (28 Apr 2011 to 30 Jun 2014)

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.