Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
3 days ago

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

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

  • Complaints Contact

    3700
    Birmingham Business Park
    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

  • 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 Retail (Non-Investment Insurance), Commercial, 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.

  • Mary Rosina Gough

    IRN MRG00007

    • (194)CF21 Investment Adviser (1 Dec 2001 to 18 Dec 2003)
  • Marzena Komorowska

    IRN MXK00661

    • (2207)Appointed representative dealing with clients for which they require qualification (24 Apr 2023 to 5 May 2023)
  • Mathew Clamp

    IRN MXC02167

    • (1603)CF1 Director (AR) (12 Mar 2009 to 31 Mar 2010)
  • Mathew Justin Foakes

    IRN MJF01194

    • (116)CF1 Director (AR) (14 Nov 2008 to 5 Nov 2010)
  • Mathew Rees

    IRN MXR01527

    • (2541)CF2 Non Executive Director (AR) (14 Sep 2009 to 19 Oct 2009)
    • (2542)CF1 Director (AR) (28 Jun 2005 to 16 Apr 2009)
    • (2540)CF4 Partner (AR) (10 Nov 2004 to 10 May 2006)
  • Matt Showan

    IRN MXS00764

    • (2281)Appointed representative dealing with clients for which they require qualification (16 Aug 2021 to 16 Mar 2022)
  • Matthew Adam Metcalf

    IRN MAM00068

    • (1873)Appointed representative dealing with clients for which they require qualification (11 Mar 2020 to 16 Jul 2020)
  • Matthew Begley

    IRN MFB01048

    • (1751)CF30 Customer (13 Apr 2010 to 6 Jul 2011)
    • (1752)CF1 Director (AR) (22 Sep 2008 to 29 Nov 2013)
  • Matthew Chapman

    IRN MXC03409

    • (1310)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Jun 2020)
    • (1311)CF1 Director (AR) (15 May 2018 to 18 Sep 2023)
  • Matthew Cobb

    IRN MXC01264

    • (2178)Appointed representative dealing with clients for which they require qualification (22 Sep 2025 to 11 Mar 2026)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Show more

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

Show more