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.

  • Neil Edward Mills

    IRN NEM01041

    • (1587)CF30 Customer (4 Nov 2009 to 16 Mar 2010)
  • Neil Howard James

    IRN NHJ01018

    • (3208)CF1 Director (AR) (15 Feb 2005 to 15 Jun 2009)
  • Neil Hudson

    IRN NDH00012

    • (2977)CF22 Investment Adviser (Trainee) (23 Jan 2006 to 1 Jun 2006)
    • (2979)CF1 Director (AR) (23 Jan 2006 to 29 Dec 2017)
    • (2978)CF4 Partner (AR) (31 Oct 2004 to 29 Dec 2017)
  • Neil James Thomas Bradley

    IRN NJB00046

    • (516)CF1 Director (AR) (31 Oct 2004 to 9 May 2005)
  • Neil Johnston

    IRN NNJ01003

    • (2748)CF1 Director (AR) (16 May 2012 to 29 Jul 2016)
  • Neil Laughton

    IRN NXL01150

    • (3337)CF30 Customer (1 Nov 2007 to 1 Oct 2008)
    • (3338)CF22 Investment Adviser (Trainee) (24 Nov 2006 to 31 Oct 2007)
  • Neil Leslie Little

    IRN NLL01013

    • (744)CF1 Director (AR) (25 Sep 2009 to 21 Dec 2010)
  • Nicholas Andrew William Bacon

    IRN NAB01051

    • (328)CF2 Non Executive Director (22 Mar 2011 to 18 Aug 2015)
  • Nicholas Blair Daniels

    IRN NBD00002

    • (2734)CF30 Customer (18 Jul 2011 to 11 Oct 2012)
  • Nicholas Browne

    IRN NXB00045

    • (3162)CF1 Director (AR) (31 Oct 2004 to 1 Apr 2013)
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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: (1101)Appointed representative dealing with clients for which they require qualification

  2. controlled function added: (1100)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  3. controlled function added: (1099)CF1 Director (AR)

  4. controlled function added: (1098)Appointed representative dealing with clients for which they require qualification

  5. controlled function added: (1097)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  6. controlled function added: (1096)21. Advising or arranging (bringing about) equity release transactions

  7. controlled function added: (1095)CF1 Director (AR)

  8. controlled function added: (1094)Appointed representative dealing with clients for which they require qualification

  9. controlled function added: (1093)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  10. controlled function added: (1092)Appointed representative dealing with clients for which they require qualification

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