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.

  • Nicholas Bullen

    IRN NPB01083

    • (1657)CF30 Customer (3 Mar 2008 to 14 Jul 2008)
  • Nicholas Charles Dessemond Edwards

    IRN NCE00003

    • (1449)CF1 Director (AR) (1 May 2009 to 23 Mar 2010)
  • Nicholas David Biddle

    IRN NDB00010

    • (254)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (255)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (2062)CF30 Customer (1 Nov 2007 to 28 Oct 2012)
    • (2063)CF21 Investment Adviser (30 Oct 2007 to 31 Oct 2007)
  • Nicholas David Franks

    IRN NDF00003

    • (1773)CF1 Director (AR) (6 Nov 2007 to 17 Apr 2010)
    • (1770)CF30 Customer (1 Nov 2007 to 17 Apr 2010)
    • (1772)CF21 Investment Adviser (27 May 2005 to 31 Oct 2007)
    • (1771)CF22 Investment Adviser (Trainee) (20 Aug 2004 to 27 May 2005)
  • Nicholas David Johnson

    IRN NDJ00004

    • (1865)CF22 Investment Adviser (Trainee) (13 Jan 2005 to 24 Jan 2005)
    • (1866)CF4 Partner (AR) (25 Nov 2004 to 25 Jun 2005)
  • Nicholas Derek Hyder

    IRN NDH00005

    • (2612)CF4 Partner (AR) (31 Oct 2004 to 12 Oct 2009)
  • Nicholas Emmanuel Adedapo Aderinto

    IRN NEA00011

    • (781)CF1 Director (AR) (5 Jul 2007 to 28 Oct 2012)
  • Nicholas James Forbes

    IRN NXF00119

    • (26)CF1 Director (AR) (since 27 May 2022)
  • Nicholas James Parker

    IRN NJP01094

    • (274)21. Advising or arranging (bringing about) equity release transactions
    • (275)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (276)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1836)CF30 Customer (2 Apr 2008 to 29 Apr 2016)
    • (1837)CF1 Director (AR) (2 Apr 2008 to 1 Oct 2025)
  • Nicholas John Hamilton

    IRN NJH01206

    • (540)CF1 Director (AR) (8 May 2009 to 3 Feb 2011)
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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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