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.

  • Andrew Graeme Boyd

    IRN AGB01125

    • (1027)CF30 Customer (25 Jun 2010 to 31 Oct 2012)
  • Andrew Hugh Watt

    IRN AHW01036

    • (1001)CF2 Non Executive Director (AR) (17 Feb 2009 to 12 Sep 2014)
  • Andrew Ian Knode

    IRN AIK00001

    • (2790)CF30 Customer (18 Apr 2012 to 10 Jun 2013)
  • Andrew Ian Perryman

    IRN AIP00001

    • (2156)CF2 Non Executive Director (AR) (15 Jul 2009 to 17 Jan 2013)
    • (2157)CF1 Director (AR) (31 Oct 2004 to 17 Jan 2013)
  • Andrew James Dalton

    IRN AJD01315

    • (206)[FCA CF] Significant management (since 14 Nov 2024)
  • Andrew James Edwards

    IRN AJE01104

    • (2605)CF1 Director (AR) (15 Aug 2006 to 19 Jan 2009)
  • Andrew James Newton

    IRN AJN00013

    • (2555)CF1 Director (AR) (31 Oct 2011 to 28 Jun 2013)
    • (2554)CF30 Customer (31 Oct 2011 to 28 Jun 2013)
  • Andrew James Pritchard

    IRN AJP00097

    • (3125)CF30 Customer (1 Nov 2007 to 30 Nov 2012)
    • (3129)CF1 Director (AR) (2 Apr 2007 to 30 Nov 2012)
    • (3127)CF21 Investment Adviser (27 May 2005 to 31 Oct 2007)
    • (3128)CF4 Partner (AR) (31 Oct 2004 to 2 Apr 2007)
    • (3126)CF22 Investment Adviser (Trainee) (27 Nov 2003 to 27 May 2005)
  • Andrew James Rea O'Brien

    IRN AXO01302

    • (100)CF1 Director (AR) (10 Jun 2010 to 14 Sep 2010)
    • (99)CF2 Non Executive Director (AR) (30 Nov 2009 to 14 Sep 2010)
  • Andrew James Sewell

    IRN AJS01443

    • (1769)CF1 Director (AR) (27 Jun 2005 to 30 Oct 2008)
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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: (1111)CF1 Director (AR)

  2. controlled function added: (1110)Appointed representative dealing with clients for which they require qualification

  3. controlled function added: (1109)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  4. controlled function added: (1108)CF1 Director (AR)

  5. controlled function added: (1107)Appointed representative dealing with clients for which they require qualification

  6. controlled function added: (1106)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  7. controlled function added: (1105)CF1 Director (AR)

  8. controlled function added: (1104)Appointed representative dealing with clients for which they require qualification

  9. controlled function added: (1103)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  10. controlled function added: (1102)CF1 Director (AR)

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