Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    3700
    Birmingham Business Park
    Parkside
    Birmingham
    West Midlands
    B37 7YT
    UNITED KINGDOM
    Phone
    +443303030237
    Web
    https://www.primis.co.uk

  • Complaints Contact

    3700
    Birmingham Business Park
    Parkside
    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

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • 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 Commercial, Retail (Non-Investment Insurance), 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.

  • Kirsty Tamar White

    IRN KXW00123

    • (2346)Appointed representative dealing with clients for which they require qualification (14 May 2021 to 3 Dec 2021)
  • Kirsty Williams

    IRN WXK09137

    • (1162)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1164)CF1 Director (AR) (since 30 Oct 2023)
    • (1163)Appointed representative dealing with clients for which they require qualification (since 3 May 2022)
  • Kit Peter Thompson

    IRN KPT01025

    • (1575)CF1 Director (AR) (28 May 2010 to 11 Jan 2011)
  • Kristian Gareth Rodgers

    IRN KBR01017

    • (1561)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jan 2020)
    • (1560)CF30 Customer (21 Dec 2011 to 17 Oct 2013)
  • Kristina Slavicke

    IRN KXS00412

    • (437)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (438)Appointed representative dealing with clients for which they require qualification (since 1 Apr 2022)
  • Kulraj Athwal

    IRN KXA00074

    • (2384)Appointed representative dealing with clients for which they require qualification (11 Dec 2020 to 1 Nov 2023)
  • Kulvinder Singh Sohal

    IRN KXS00228

    • (2311)Appointed representative dealing with clients for which they require qualification (12 Jul 2021 to 18 Feb 2022)
  • Kurt Weston

    IRN KXW00073

    • (2593)CF4 Partner (AR) (21 Aug 2007 to 12 May 2014)
  • Kyriacos Maratheftis

    IRN KXM01602

    • (2693)CF4 Partner (AR) (1 Jul 2008 to 30 Dec 2014)
  • Lance William Anderson

    IRN LWA01007

    • (724)CF1 Director (AR) (20 Dec 2007 to 21 Apr 2010)
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. trading name added: Personal Touch Finance

  2. trading name added: Personal Touch Directly Authorised

  3. trading name added: Mortgage Box

  4. trading name added: Life Box

  5. trading name added: GI Box

  6. trading name added: FS Toolbox

  7. trading name added: The Loan Supermarket

  8. trading name added: The Life Insurance Supermarket

  9. trading name added: PMI Box

  10. trading name added: PI Box

Show more