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.

Craig Thomas Jarvie
IRN CTJ01003
- CF1 Director (AR) (17 Aug 2009 to 17 Dec 2012)
Craig Thompson
IRN CXT00085
- CF30 Customer (7 Oct 2008 to 29 Apr 2009)
- CF1 Director (AR) (7 Oct 2008 to 29 Apr 2009)
Craig William Lancett
IRN CWL00007
- CF22 Investment Adviser (Trainee) (24 Dec 2004 to 24 Jan 2005)
- CF4 Partner (AR) (31 Oct 2004 to 25 Jun 2005)
Craig William Muttitt
IRN CWM01039
- 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)
- CF1 Director (AR) (since 18 Feb 2019)
- CF1 Director (AR) (18 Jan 2006 to 20 Apr 2012)
Craig Winnard
IRN CXW01423
- CF4 Partner (AR) (25 Jan 2010 to 17 Jan 2013)
Cumaraswamy Ananthamohan
IRN CXA00032
- CF1 Director (AR) (11 Jan 2012 to 15 Nov 2013)
Dale Francis Killey
IRN DFK00004
- CF22 Investment Adviser (Trainee) (22 Nov 2004 to 9 May 2005)
Dale Stuart Parnham
IRN DSP00012
- CF4 Partner (AR) (14 Mar 2011 to 9 Jan 2015)
Damian Charles O'Connor
IRN DCO00001
- CF1 Director (AR) (27 Oct 2022 to 14 Nov 2022)
- CF30 Customer (1 Nov 2007 to 31 Oct 2012)
- CF22 Investment Adviser (Trainee) (6 Mar 2007 to 31 Oct 2007)
Damian Craig Youell
IRN DCY01011
- CF30 Customer (6 Dec 2010 to 19 Oct 2012)
- CF4 Partner (AR) (25 Aug 2009 to 29 Jan 2013)

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.