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 Johnson

    IRN PXJ00042

    • (3209)CF1 Director (AR) (31 Oct 2004 to 8 Nov 2013)
  • Paul Jonathan Goverd

    IRN PJG01243

    • (1507)CF1 Director (AR) (4 Jan 2023 to 24 Jun 2024)
  • Paul Lawson

    IRN PFL01019

    • (2834)CF1 Director (AR) (23 Mar 2006 to 23 Mar 2009)
  • Paul Leonard Botfield

    IRN PLB00011

    • (513)CF1 Director (AR) (31 Oct 2004 to 1 Jul 2005)
  • Paul Leonard Cockrell

    IRN PLC00009

    • (883)CF1 Director (AR) (21 Oct 2008 to 31 Oct 2017)
  • Paul Liggins

    IRN PAL00028

    • (2574)CF30 Customer (15 Nov 2011 to 31 Oct 2012)
  • Paul Littlewood

    IRN PXL00109

    • (3029)CF30 Customer (1 Nov 2007 to 7 Jul 2008)
    • (3030)CF22 Investment Adviser (Trainee) (7 Apr 2005 to 31 Oct 2007)
    • (3031)CF1 Director (AR) (31 Oct 2004 to 22 Jul 2019)
  • Paul Lloyd Williams

    IRN PLW00011

    • (3052)CF30 Customer (1 Nov 2007 to 30 Nov 2012)
    • (3053)CF22 Investment Adviser (Trainee) (19 Oct 2007 to 31 Oct 2007)
    • (3054)CF1 Director (AR) (19 Oct 2007 to 17 Oct 2013)
  • Paul Mark Overington

    IRN PMO00004

    • (2709)CF4 Partner (AR) (31 Oct 2004 to 4 Apr 2008)
  • Paul McGowan

    IRN PXM00143

    • (1344)CF4 Partner (AR) (31 Oct 2004 to 9 Aug 2007)
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: (1081)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  2. controlled function added: (1080)CF1 Director (AR)

  3. controlled function added: (1079)Appointed representative dealing with clients for which they require qualification

  4. controlled function added: (1078)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  5. controlled function added: (1077)CF1 Director (AR)

  6. controlled function added: (1076)Appointed representative dealing with clients for which they require qualification

  7. controlled function added: (1075)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  8. controlled function added: (1074)CF1 Director (AR)

  9. controlled function added: (1073)Appointed representative dealing with clients for which they require qualification

  10. controlled function added: (1072)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

Show more