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.

  • Neil Anthony Hutton

    IRN NAH01090

    • (251)CF2 Non Executive Director (AR) (27 Jul 2009 to 26 Nov 2012)
  • Neil Bevis

    IRN NXB01387

    • (680)CF1 Director (AR) (13 Oct 2008 to 3 Sep 2018)
  • Neil Calland

    IRN NXC00078

    • (2002)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Oct 2021)
  • Neil Charles Jaundrell

    IRN NCJ00001

    • (1740)CF30 Customer (8 Apr 2010 to 23 Dec 2010)
  • Neil Christopher Baker

    IRN NCB00020

    • (864)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (863)21. Advising or arranging (bringing about) equity release transactions
    • (865)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (866)CF1 Director (AR) (since 31 Oct 2004)
    • (3074)CF30 Customer (8 Aug 2011 to 4 May 2020)
  • Neil Cruickshank

    IRN NXC01262

    • (1704)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Aug 2023)
    • (1705)CF1 Director (AR) (1 Feb 2011 to 30 Nov 2012)
    • (1703)CF2 Non Executive Director (AR) (23 Feb 2009 to 31 Jan 2011)
  • Neil David Pearman

    IRN NDP00021

    • (2012)CF1 Director (AR) (31 Oct 2004 to 30 Jun 2014)
  • Neil David Spencer

    IRN NDS01045

    • (1233)CF1 Director (AR) (21 Jan 2005 to 10 Feb 2011)
  • Neil David Woodward

    IRN NDW00014

    • (1407)CF1 Director (AR) (31 Oct 2004 to 6 Jul 2023)
  • Neil Doyle

    IRN NXD00085

    • (2440)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Jul 2022)
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: (1071)CF1 Director (AR)

  2. controlled function added: (1070)Appointed representative dealing with clients for which they require qualification

  3. controlled function added: (1069)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  4. controlled function added: (1068)CF1 Director (AR)

  5. controlled function added: (1067)Appointed representative dealing with clients for which they require qualification

  6. controlled function added: (1066)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  7. controlled function added: (1065)CF1 Director (AR)

  8. controlled function added: (1064)Appointed representative dealing with clients for which they require qualification

  9. controlled function added: (1063)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  10. controlled function added: (1062)CF1 Director (AR)

Show more