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.

  • Gary Walker

    IRN GXW00060

    • (2678)CF30 Customer (28 Dec 2011 to 2 Jan 2018)
  • Gavin Hobson

    IRN GXH01648

    • (1562)CF1 Director (AR) (11 Apr 2012 to 23 Sep 2016)
  • Gavin James Scott

    IRN GJS00075

    • (1942)CF1 Director (AR) (24 Sep 2009 to 4 Jul 2011)
  • Gavin Michael Wise

    IRN GMW00019

    • (1926)CF30 Customer (1 Nov 2007 to 31 Dec 2010)
    • (1928)CF1 Director (AR) (10 Sep 2007 to 31 Dec 2010)
    • (1927)CF22 Investment Adviser (Trainee) (10 Sep 2007 to 31 Oct 2007)
  • Gavin Peter Hill

    IRN GPH01055

    • (2557)CF30 Customer (11 Oct 2011 to 26 Mar 2013)
    • (2558)CF1 Director (AR) (11 Oct 2011 to 26 Mar 2013)
  • Gavin Samuel Ward

    IRN GSW01056

    • (1300)CF1 Director (AR) (14 Nov 2007 to 31 Jan 2024)
  • Gavin Trevor Tansey

    IRN GXT00011

    • (2153)CF1 Director (AR) (12 Apr 2010 to 31 May 2016)
    • (2152)CF30 Customer (12 Apr 2010 to 31 May 2016)
  • Gavin Wrigley Barratt

    IRN GWB01075

    • (603)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (605)CF1 Director (AR) (since 28 Sep 2020)
    • (604)Appointed representative dealing with clients for which they require qualification (since 28 Sep 2020)
    • (2995)CF1 Director (AR) (2 Sep 2020 to 9 Sep 2020)
  • Geeta Agarwal

    IRN GXA26624

    • (2753)CF1 Director (AR) (7 Feb 2022 to 17 May 2022)
  • Gemma Whiting

    IRN GXW00114

    • (2388)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Aug 2023)
Show more

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

Show more

Recent activity

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

  1. controlled function added: (1061)Appointed representative dealing with clients for which they require qualification

  2. controlled function added: (1060)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  3. controlled function added: (1059)CF1 Director (AR)

  4. controlled function added: (1058)Appointed representative dealing with clients for which they require qualification

  5. controlled function added: (1057)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  6. controlled function added: (1056)CF1 Director (AR)

  7. controlled function added: (1055)Appointed representative dealing with clients for which they require qualification

  8. controlled function added: (1054)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  9. controlled function added: (1053)Appointed representative dealing with clients for which they require qualification

  10. controlled function added: (1052)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

Show more