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.

  • Natasha Johnson

    IRN NXJ54710

    • (2503)Appointed representative dealing with clients for which they require qualification (11 Sep 2023 to 24 Jul 2024)
  • Natasha Muttitt

    IRN NXM07415

    • (32)CF1 Director (AR) (since 19 Oct 2018)
  • Nathan Hibbert

    IRN NJH00052

    • (3033)CF21 Investment Adviser (27 May 2005 to 31 Aug 2007)
    • (3034)CF1 Director (AR) (15 Jun 2004 to 31 Aug 2007)
    • (3032)CF22 Investment Adviser (Trainee) (10 Oct 2003 to 27 May 2005)
  • Nathan James Braithwaite

    IRN NJB01315

    • (1477)Appointed representative dealing with clients for which they require qualification (1 Mar 2022 to 5 Jul 2024)
    • (1478)CF1 Director (AR) (29 Dec 2021 to 5 Jul 2024)
  • Nathan Mark David

    IRN NMD01053

    • (1552)CF1 Director (AR) (15 May 2013 to 5 Jul 2013)
  • Nathaniel William Wadmore

    IRN NXW00304

    • (2199)Appointed representative dealing with clients for which they require qualification (31 Oct 2023 to 12 Jun 2024)
  • Navdeep Kainth

    IRN NXK00019

    • (1858)CF30 Customer (19 Apr 2010 to 17 Apr 2012)
  • Nazneen Sherali Lakhani

    IRN NSL01017

    • (1083)CF1 Director (AR) (14 Jan 2005 to 2 Nov 2006)
  • Neal Butterworth

    IRN NXB00030

    • (1723)CF1 Director (AR) (31 Oct 2004 to 28 Feb 2009)
  • Neil Anthony Bohan

    IRN NAB00006

    • (2718)CF1 Director (AR) (27 Oct 2014 to 27 Feb 2017)
    • (2717)CF4 Partner (AR) (25 Apr 2008 to 3 Oct 2014)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

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

  1. controlled function added: (1051)CF1 Director (AR)

  2. controlled function added: (1050)Appointed representative dealing with clients for which they require qualification

  3. controlled function added: (1049)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  4. controlled function added: (1048)CF1 Director (AR)

  5. controlled function added: (1047)Appointed representative dealing with clients for which they require qualification

  6. controlled function added: (1046)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  7. controlled function added: (1045)CF1 Director (AR)

  8. controlled function added: (1044)Appointed representative dealing with clients for which they require qualification

  9. controlled function added: (1043)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  10. controlled function added: (1042)CF1 Director (AR)

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