Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
6 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.

  • Natasha Johnson

    IRN NXJ54710

    • (2503)Appointed representative dealing with clients for which they require qualification (11 Sep 2023 to 24 Jul 2024)
  • Natasha Muttitt

    IRN NXM07415

    • (32)CF1 Director (AR) (since 19 Oct 2018)
  • Nathan Hibbert

    IRN NJH00052

    • (3033)CF21 Investment Adviser (27 May 2005 to 31 Aug 2007)
    • (3034)CF1 Director (AR) (15 Jun 2004 to 31 Aug 2007)
    • (3032)CF22 Investment Adviser (Trainee) (10 Oct 2003 to 27 May 2005)
  • Nathan James Braithwaite

    IRN NJB01315

    • (1477)Appointed representative dealing with clients for which they require qualification (1 Mar 2022 to 5 Jul 2024)
    • (1478)CF1 Director (AR) (29 Dec 2021 to 5 Jul 2024)
  • Nathan Mark David

    IRN NMD01053

    • (1552)CF1 Director (AR) (15 May 2013 to 5 Jul 2013)
  • Nathaniel William Wadmore

    IRN NXW00304

    • (2199)Appointed representative dealing with clients for which they require qualification (31 Oct 2023 to 12 Jun 2024)
  • Navdeep Kainth

    IRN NXK00019

    • (1858)CF30 Customer (19 Apr 2010 to 17 Apr 2012)
  • Nazneen Sherali Lakhani

    IRN NSL01017

    • (1083)CF1 Director (AR) (14 Jan 2005 to 2 Nov 2006)
  • Neal Butterworth

    IRN NXB00030

    • (1723)CF1 Director (AR) (31 Oct 2004 to 28 Feb 2009)
  • Neil Anthony Bohan

    IRN NAB00006

    • (2718)CF1 Director (AR) (27 Oct 2014 to 27 Feb 2017)
    • (2717)CF4 Partner (AR) (25 Apr 2008 to 3 Oct 2014)
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: (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)

Show more