Personal Touch Financial Services Limited

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

  • Paul Christopher Widdup

    IRN PCW01067

    • (294)CF1 Director (AR) (12 Dec 2005 to 9 Nov 2006)
  • Paul Colin Crisp

    IRN PXC00213

    • (512)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (513)Appointed representative dealing with clients for which they require qualification (since 31 Oct 2025)
  • Paul Collins

    IRN PAC00023

    • (1861)CF30 Customer (22 Jan 2010 to 29 Jun 2010)
  • Paul Cooper

    IRN PXC00057

    • (712)CF30 Customer (1 Nov 2007 to 19 Jun 2009)
    • (713)CF22 Investment Adviser (Trainee) (9 Feb 2006 to 31 Oct 2007)
  • Paul David Dummett

    IRN PXD00081

    • (1090)CF1 Director (AR) (4 Feb 2008 to 9 Nov 2009)
  • Paul David Ferguson

    IRN PDF00012

    • (454)CF1 Director (AR) (31 Oct 2004 to 10 Mar 2009)
  • Paul David Huggins

    IRN PDH01074

    • (2651)CF30 Customer (1 Nov 2007 to 2 Sep 2008)
    • (2652)CF22 Investment Adviser (Trainee) (16 Jul 2007 to 31 Oct 2007)
  • Paul Davies

    IRN PXD00100

    • (2908)CF1 Director (AR) (18 Oct 2007 to 22 Oct 2007)
    • (2907)CF22 Investment Adviser (Trainee) (18 Oct 2007 to 22 Oct 2007)
  • Paul Dolphin

    IRN PXD00158

    • (2946)CF30 Customer (1 Nov 2007 to 22 Dec 2008)
    • (2947)CF22 Investment Adviser (Trainee) (19 Oct 2005 to 31 Oct 2007)
    • (2948)CF1 Director (AR) (18 Nov 2004 to 19 Jan 2018)
  • Paul Douglas Underwood

    IRN PDU01006

    • (3320)SMF4 Chief Risk (14 May 2020 to 6 Nov 2020)
    • (3321)SMF3 Executive Director (9 Dec 2019 to 6 Nov 2020)
    • (3323)CF1 Director (1 Nov 2016 to 8 Dec 2019)
    • (3322)CF10 Compliance Oversight (1 Nov 2016 to 8 Dec 2019)
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: (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

Show more