Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
2 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.

  • Gareth Lyn Morgan

    IRN GLM01042

    • (2784)CF1 Director (AR) (30 Jan 2009 to 20 Mar 2009)
  • Gareth Richards

    IRN GXR00332

    • (340)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (341)Appointed representative dealing with clients for which they require qualification (since 7 Apr 2025)
  • Gareth Scott Williams

    IRN GSW00007

    • (579)CF1 Director (AR) (23 Oct 2006 to 25 May 2010)
  • Gareth Smith

    IRN GXS00393

    • (2257)Appointed representative dealing with clients for which they require qualification (23 Nov 2021 to 23 Jun 2022)
  • Garry Alexander Dean

    IRN GAD01066

    • (718)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (719)Appointed representative dealing with clients for which they require qualification (since 30 Apr 2021)
    • (720)CF1 Director (AR) (since 6 Apr 2021)
    • (3199)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Aug 2021)
  • Garry Bernard Friel

    IRN GBF00003

    • (252)CF1 Director (AR) (31 Oct 2004 to 7 Sep 2006)
  • Garry David Bemister

    IRN GXB00199

    • (2342)Appointed representative dealing with clients for which they require qualification (11 May 2021 to 24 Oct 2021)
  • Garry Michael Whelan

    IRN GMW01071

    • (349)CF22 Investment Adviser (Trainee) (1 Dec 2005 to 27 Jul 2006)
  • Garry Robert Dawson

    IRN GRD01066

    • (1089)CF1 Director (AR) (17 Nov 2006 to 11 May 2007)
  • Garry Singh

    IRN GXS01877

    • (2759)CF1 Director (AR) (7 Jul 2011 to 28 Jun 2013)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Robert Lallo (no longer appointed)

    FRN 563315 · Appointed 26 Aug 2011 · Until 20 Jun 2013

  • Stephen Amos (no longer appointed)

    FRN 563316 · Appointed 26 Aug 2011 · Until 19 Apr 2012

  • Ronald Hancock (no longer appointed)

    FRN 563146 · Appointed 25 Aug 2011 · Until 23 Aug 2013

  • Kenneth Harris (no longer appointed)

    FRN 563217 · Appointed 25 Aug 2011 · Until 28 Sep 2016

  • James Alexander Rennicks (no longer appointed)

    FRN 470022 · Appointed 23 Aug 2011 · Until 8 Aug 2013

  • Dick Bird Consulting Ltd (no longer appointed)

    FRN 562670 · Appointed 19 Aug 2011 · Until 23 Aug 2013

  • Lexion UK Ltd (no longer appointed)

    FRN 562648 · Appointed 18 Aug 2011 · Until 23 Aug 2013

  • Balwant Khaira (no longer appointed)

    FRN 562617 · Appointed 18 Aug 2011 · Until 8 Sep 2017

  • PTFS Leeds Limited (no longer appointed)

    FRN 562566 · Appointed 18 Aug 2011 · Until 26 Aug 2016

  • Sara Lucas (no longer appointed)

    FRN 524044 · Appointed 17 Aug 2011 · Until 8 May 2018

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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

Show more