Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
3 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.

  • Martin Frank Staddon

    IRN MFS00005

    • (2721)CF4 Partner (AR) (21 Aug 2007 to 12 May 2014)
  • Martin Geoffrey Clements

    IRN MGC01079

    • (3144)CF1 Director (AR) (31 Oct 2004 to 30 Apr 2018)
  • Martin George Howell

    IRN MXH01770

    • (4)CF1 Director (AR) (10 Oct 2007 to 13 Jul 2009)
  • Martin Gibbon

    IRN MXG01718

    • (1445)CF1 Director (AR) (29 Oct 2007 to 18 Feb 2013)
  • Martin Green

    IRN MXG25843

    • (1122)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1124)CF1 Director (AR) (since 11 Dec 2019)
    • (1123)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Martin Gregory Wilson

    IRN MGW01085

    • (3231)CF1 Director (21 Jul 2006 to 22 Dec 2009)
  • Martin Harle

    IRN MXH00593

    • (467)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (468)Appointed representative dealing with clients for which they require qualification (since 30 Jul 2021)
  • Martin James Ball

    IRN MXB00316

    • (2414)Appointed representative dealing with clients for which they require qualification (1 Sep 2020 to 4 Apr 2022)
  • Martin James Grierson

    IRN MJG00057

    • (2937)CF1 Director (AR) (18 Dec 2006 to 3 Apr 2008)
  • Martin John Francis Roberts

    IRN MJR00020

    • (476)CF1 Director (AR) (28 Oct 2008 to 24 Aug 2009)
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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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