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.

  • Anthony Richard George

    IRN ARG01116

    • (663)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (665)CF1 Director (AR) (since 6 Oct 2020)
    • (664)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (2715)CF2 Non Executive Director (AR) (22 Sep 2008 to 29 Mar 2018)
  • Anthony Ronan James Muldoon

    IRN ARM01202

    • (1750)CF1 Director (AR) (31 Dec 2008 to 31 Jan 2013)
  • Anthony Rossborough

    IRN AXR00023

    • (1889)CF30 Customer (1 Nov 2007 to 2 Mar 2020)
    • (1892)CF4 Partner (AR) (31 Oct 2004 to 2 Mar 2020)
    • (1891)CF21 Investment Adviser (13 May 2004 to 31 Oct 2007)
    • (1890)CF22 Investment Adviser (Trainee) (7 Nov 2003 to 13 May 2004)
  • Anthony Rowan

    IRN APR01129

    • (229)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (230)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1545)CF1 Director (AR) (17 Jun 2016 to 2 Dec 2024)
  • Anthony Stefan Loska

    IRN AXL00071

    • (1282)CF4 Partner (AR) (31 Oct 2004 to 31 Jul 2014)
  • Antonio Clemente

    IRN AXC00218

    • (2009)CF30 Customer (17 Nov 2011 to 31 Dec 2012)
    • (2010)CF1 Director (AR) (17 Nov 2011 to 31 Dec 2012)
  • Antonio Salentino

    IRN AXS02032

    • (3266)CF2 Non Executive Director (AR) (18 Oct 2011 to 28 Feb 2013)
  • Antony Bowen

    IRN AXB00084

    • (2125)CF30 Customer (2 Dec 2011 to 30 Sep 2013)
  • Antony Charles Blundall

    IRN ACB00015

    • (521)CF30 Customer (13 May 2008 to 28 Nov 2008)
    • (522)CF1 Director (AR) (19 Apr 2006 to 28 Nov 2008)
  • Antony Dawe

    IRN AXD00217

    • (549)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (550)Appointed representative dealing with clients for which they require qualification (since 15 Feb 2021)
    • (2390)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Feb 2021)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • William Watt (no longer appointed)

    FRN 411406 · Appointed 8 Jun 2009 · Until 31 Dec 2010

  • Shelagh Hogg (no longer appointed)

    FRN 502092 · Appointed 8 Jun 2009 · Until 30 Apr 2010

  • David Bonser (no longer appointed)

    FRN 502012 · Appointed 5 Jun 2009 · Until 19 May 2010

  • Roderick Bristow (no longer appointed)

    FRN 465087 · Appointed 4 Jun 2009 · Until 31 Jul 2013

  • Sanctuary Mortgages Ltd (no longer appointed)

    FRN 501663 · Appointed 4 Jun 2009 · Until 30 Jun 2010

  • Sandy Gordon (no longer appointed)

    FRN 407281 · Appointed 2 Jun 2009 · Until 31 Mar 2011

  • Mark Rennicks (no longer appointed)

    FRN 481041 · Appointed 2 Jun 2009 · Until 15 Sep 2010

  • Crystal Advice Limited (no longer appointed)

    FRN 501875 · Appointed 2 Jun 2009 · Until 10 Mar 2011

  • Check Us Out Ltd (no longer appointed)

    FRN 501858 · Appointed 2 Jun 2009 · Until 14 Apr 2010

  • Colin Ellis Property Services (no longer appointed)

    FRN 501824 · Appointed 1 Jun 2009 · Until 24 Aug 2022

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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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