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.

  • George Iley

    IRN PGI00001

    • (1778)CF1 Director (AR) (31 Oct 2004 to 12 Aug 2011)
  • George John Hill

    IRN GJH00017

    • (1787)CF30 Customer (1 Nov 2007 to 10 Jun 2011)
    • (1789)CF21 Investment Adviser (27 May 2005 to 31 Oct 2007)
    • (1790)CF4 Partner (AR) (31 Oct 2004 to 26 Feb 2009)
    • (1788)CF22 Investment Adviser (Trainee) (9 Mar 2004 to 27 May 2005)
  • George Little

    IRN GXL00017

    • (778)CF21 Investment Adviser (1 Dec 2001 to 30 Oct 2002)
  • George Sebastian Voicu

    IRN GXV00048

    • (429)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (430)Appointed representative dealing with clients for which they require qualification (since 4 May 2023)
  • Georgia Williams

    IRN GXW00291

    • (415)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (416)Appointed representative dealing with clients for which they require qualification (since 14 Nov 2022)
  • Georgina Glister

    IRN GXG00066

    • (3170)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Sep 2021)
  • Georgina Luisa Michael

    IRN GLM01037

    • (1677)CF1 Director (AR) (6 Jun 2008 to 30 Dec 2010)
  • Georgina McGregor

    IRN GXM01761

    • (662)CF4 Partner (AR) (15 Sep 2008 to 20 Jan 2010)
  • Georgina Powell

    IRN GXP01273

    • (1192)CF4 Partner (AR) (9 Sep 2009 to 15 Nov 2012)
  • Georgina Swannack

    IRN GXS00103

    • (2473)Appointed representative dealing with clients for which they require qualification (5 Aug 2024 to 24 Sep 2024)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Marina Wynne (no longer appointed)

    FRN 512926 · Appointed 18 Nov 2009 · Until 1 Jun 2010

  • Gavin Hobson (no longer appointed)

    FRN 468516 · Appointed 18 Nov 2009 · Until 30 Nov 2012

  • Ian Gledhill (no longer appointed)

    FRN 512580 · Appointed 17 Nov 2009 · Until 7 Aug 2013

  • Tracey Daniel (no longer appointed)

    FRN 512566 · Appointed 17 Nov 2009 · Until 26 Aug 2011

  • Steven Hems (no longer appointed)

    FRN 512480 · Appointed 16 Nov 2009 · Until 23 Sep 2011

  • Kerry Hollowell (no longer appointed)

    FRN 512494 · Appointed 16 Nov 2009 · Until 16 Mar 2011

  • Martyn Benton (no longer appointed)

    FRN 512492 · Appointed 16 Nov 2009 · Until 1 Jun 2010

  • Joseph Clintworth (no longer appointed)

    FRN 512400 · Appointed 13 Nov 2009 · Until 16 Nov 2012

  • Andrew Paul Holland (no longer appointed)

    FRN 512365 · Appointed 13 Nov 2009 · Until 24 Apr 2012

  • Matthew Randall (no longer appointed)

    FRN 512390 · Appointed 13 Nov 2009 · Until 17 Dec 2012

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Recent activity

Updates to this firm's record on the FCA register.

  1. controlled function added: (1091)CF4 Partner (AR)

  2. controlled function added: (1090)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  3. controlled function added: (1089)CF1 Director (AR)

  4. controlled function added: (1088)Appointed representative dealing with clients for which they require qualification

  5. controlled function added: (1087)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  6. controlled function added: (1086)CF1 Director (AR)

  7. controlled function added: (1085)Appointed representative dealing with clients for which they require qualification

  8. controlled function added: (1084)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  9. controlled function added: (1083)CF1 Director (AR)

  10. controlled function added: (1082)Appointed representative dealing with clients for which they require qualification

Show more