Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
4 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.

  • Derek Lawrence Dodds

    IRN DLD00005

    • (2723)CF30 Customer (1 Nov 2007 to 4 Apr 2009)
    • (2725)CF1 Director (AR) (30 Jul 2007 to 4 Apr 2009)
    • (2724)CF22 Investment Adviser (Trainee) (8 Aug 2005 to 31 Oct 2007)
  • Derek Leitch

    IRN DXL01331

    • (1150)CF4 Partner (AR) (15 Nov 2004 to 27 Nov 2012)
  • Derek Peter Gowans

    IRN DPG01055

    • (1684)CF1 Director (AR) (23 Feb 2006 to 28 Jan 2008)
  • Derek Roy Neerkin

    IRN DRN00004

    • (776)CF1 Director (AR) (22 Oct 2008 to 2 Feb 2009)
  • Derrick Langley

    IRN DXL01359

    • (985)CF1 Director (AR) (19 Jul 2005 to 31 Oct 2012)
  • Desmond Lee

    IRN DXL00018

    • (407)CF30 Customer (1 Nov 2007 to 14 Jun 2010)
    • (409)CF21 Investment Adviser (27 May 2005 to 31 Oct 2007)
    • (408)CF22 Investment Adviser (Trainee) (1 Sep 2004 to 27 May 2005)
    • (410)CF1 Director (AR) (1 Sep 2004 to 14 Jun 2010)
  • Dharam Raval

    IRN DXR01962

    • (3342)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Sep 2024)
    • (3343)CF1 Director (AR) (3 Oct 2019 to 1 Sep 2024)
  • Dharmik Mohanbhai Patel

    IRN DXP80966

    • (2484)CF1 Director (AR) (29 May 2020 to 29 Jan 2021)
  • Diane Malcolm

    IRN DXM00527

    • (2289)Appointed representative dealing with clients for which they require qualification (25 Jun 2021 to 14 Mar 2025)
  • Diann Schofield

    IRN DXS00071

    • (279)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (280)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (2109)CF4 Partner (AR) (2 Dec 2004 to 30 Jun 2011)
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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

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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

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