Personal Touch Financial Services Limited

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

  • Paul Thomas Kelleher

    IRN PTK01013

    • (1676)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Apr 2023)
    • (1675)CF4 Partner (AR) (21 Jun 2006 to 29 Apr 2023)
  • Paul Twyford

    IRN PXT00064

    • (2044)CF30 Customer (2 Oct 2009 to 31 May 2013)
    • (2046)CF1 Director (AR) (4 Jun 2009 to 31 May 2013)
    • (2045)CF22 Investment Adviser (Trainee) (18 Mar 2005 to 31 Oct 2007)
  • Paul Van Wyk Chapman

    IRN PXC00324

    • (1337)CF1 Director (AR) (10 Sep 2021 to 7 Sep 2023)
  • Paul Wilfred Stewart

    IRN PWS00021

    • (1201)CF1 Director (AR) (1 Dec 2005 to 28 Dec 2006)
  • Paul William Cresswell

    IRN PWC01053

    • (1693)CF1 Director (AR) (10 Feb 2006 to 8 Dec 2009)
  • Paula Bulloch

    IRN PXB00197

    • (190)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (191)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Pauline Bryceland

    IRN PXB01943

    • (377)CF4 Partner (AR) (4 Mar 2009 to 30 Nov 2012)
  • Pauline Margaret Sunderland

    IRN PMS01183

    • (608)CF2 Non Executive Director (AR) (16 Apr 2009 to 1 Apr 2013)
  • Pawel Piotr Niewiadomski

    IRN PPN00008

    • (1341)CF1 Director (AR) (26 Nov 2019 to 16 Apr 2020)
  • Pawel Tadeusz Lajszczak

    IRN PTL01019

    • (3243)CF1 Director (AR) (28 Jan 2008 to 15 Jan 2010)
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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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