Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    3700
    Birmingham Business Park
    Parkside
    Birmingham
    West Midlands
    B37 7YT
    UNITED KINGDOM
    Phone
    +443303030237
    Web
    https://www.primis.co.uk

  • Complaints Contact

    3700
    Birmingham Business Park
    Parkside
    Birmingham
    West Midlands
    B37 7YT
    UNITED KINGDOM
    Phone
    +441217671139

What this firm is allowed to do

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

    Show 1 limitation
    • · 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

    Show 2 limitations
    • · 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

    Show 1 limitation
    • · Limited to the provision of credit information services with no credit repair (as defined by 89A(3)(c) & (d) Regulated Activities Order).

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Lee McGill

    IRN LXM00367

    • (2262)Appointed representative dealing with clients for which they require qualification (16 Nov 2021 to 5 Oct 2023)
  • Lee McManus

    IRN LXM01471

    • (707)CF1 Director (AR) (14 May 2008 to 1 Sep 2008)
  • Lee Rebecca Levy

    IRN LXL00128

    • (2290)Appointed representative dealing with clients for which they require qualification (6 Feb 2023 to 21 Aug 2023)
  • Lee Rulten

    IRN LXR00064

    • (58)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (59)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Lee Steven Farrington

    IRN LSF01025

    • (2639)CF1 Director (AR) (27 Jan 2011 to 17 Jul 2013)
  • Lee Terence Beaumont

    IRN LTB01013

    • (66)CF1 Director (AR) (30 Nov 2007 to 20 Jan 2010)
  • Lee Tunnicliffe

    IRN LXT00010

    • (301)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (302)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Leeson Moore

    IRN LXM00477

    • (423)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (424)Appointed representative dealing with clients for which they require qualification (since 10 Sep 2024)
  • Leo Fox

    IRN LXF01117

    • (403)CF30 Customer (1 Nov 2007 to 28 Sep 2018)
    • (405)CF4 Partner (AR) (30 Mar 2005 to 28 Sep 2018)
    • (404)CF22 Investment Adviser (Trainee) (30 Mar 2005 to 31 Oct 2007)
  • Leon Larkins

    IRN LXL00062

    • (202)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (203)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

Updates to this firm's record on the FCA register.

  1. controlled function added: (1121)CF1 Director (AR)

  2. controlled function added: (1120)Appointed representative dealing with clients for which they require qualification

  3. controlled function added: (1119)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  4. controlled function added: (1118)CF1 Director (AR)

  5. controlled function added: (1117)Appointed representative dealing with clients for which they require qualification

  6. controlled function added: (1116)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  7. controlled function added: (1115)CF1 Director (AR)

  8. controlled function added: (1114)CF1 Director (AR)

  9. controlled function added: (1113)Appointed representative dealing with clients for which they require qualification

  10. controlled function added: (1112)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

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