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.

  • Jason Currall

    IRN JXC00373

    • (1026)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1028)CF1 Director (AR) (since 16 Aug 2022)
    • (1027)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Jason James Hurley

    IRN JJH01139

    • (709)CF1 Director (AR) (3 Sep 2009 to 14 Jul 2011)
  • Jason John Beacham

    IRN JJB01154

    • (1690)CF1 Director (AR) (17 Aug 2009 to 17 Dec 2012)
  • Jason Kleanthous

    IRN JXK01526

    • (1594)CF30 Customer (1 Mar 2012 to 31 Dec 2012)
  • Jason Koon Man Tse

    IRN JKT01021

    • (1711)CF30 Customer (13 Jan 2010 to 16 Mar 2011)
  • Jason Paul Brown

    IRN JPB00078

    • (105)CF1 Director (AR) (10 Sep 2007 to 22 Dec 2009)
  • Jason Roy Powell

    IRN JRP00026

    • (1859)CF30 Customer (12 Aug 2009 to 28 Oct 2012)
  • Jason William Marc Haines

    IRN JWH01111

    • (690)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (691)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (692)CF1 Director (AR) (since 6 Sep 2006)
  • Jatin Wadhwa

    IRN JXW81191

    • (38)CF1 Director (AR) (since 4 Jun 2020)
  • Jay Sarbatta

    IRN JXS00363

    • (93)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (94)Appointed representative dealing with clients for which they require qualification (since 27 Aug 2020)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Robert Lallo (no longer appointed)

    FRN 563315 · Appointed 26 Aug 2011 · Until 20 Jun 2013

  • Stephen Amos (no longer appointed)

    FRN 563316 · Appointed 26 Aug 2011 · Until 19 Apr 2012

  • Ronald Hancock (no longer appointed)

    FRN 563146 · Appointed 25 Aug 2011 · Until 23 Aug 2013

  • Kenneth Harris (no longer appointed)

    FRN 563217 · Appointed 25 Aug 2011 · Until 28 Sep 2016

  • James Alexander Rennicks (no longer appointed)

    FRN 470022 · Appointed 23 Aug 2011 · Until 8 Aug 2013

  • Dick Bird Consulting Ltd (no longer appointed)

    FRN 562670 · Appointed 19 Aug 2011 · Until 23 Aug 2013

  • Lexion UK Ltd (no longer appointed)

    FRN 562648 · Appointed 18 Aug 2011 · Until 23 Aug 2013

  • Balwant Khaira (no longer appointed)

    FRN 562617 · Appointed 18 Aug 2011 · Until 8 Sep 2017

  • PTFS Leeds Limited (no longer appointed)

    FRN 562566 · Appointed 18 Aug 2011 · Until 26 Aug 2016

  • Sara Lucas (no longer appointed)

    FRN 524044 · Appointed 17 Aug 2011 · Until 8 May 2018

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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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