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.

  • Barry Ronald Pearson

    IRN BRP00007

    • (200)CF1 Director (AR) (23 Oct 2006 to 25 May 2010)
  • Barry Spencer James Gardiner

    IRN BSG00002

    • (499)CF30 Customer (1 Nov 2007 to 31 Mar 2010)
    • (500)CF22 Investment Adviser (Trainee) (14 Aug 2006 to 31 Oct 2007)
  • Barry Stuart Debenham

    IRN BXD00131

    • (2258)Appointed representative dealing with clients for which they require qualification (15 Aug 2022 to 16 Mar 2023)
    • (2259)CF1 Director (AR) (11 May 2022 to 17 Mar 2023)
  • Barry William Somers

    IRN BWS01035

    • (733)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (734)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (735)CF1 Director (AR) (since 1 Jun 2011)
    • (3153)CF30 Customer (22 Jul 2009 to 31 Dec 2012)
    • (3154)CF4 Partner (AR) (31 Oct 2004 to 1 Jun 2011)
  • Barry Williams

    IRN BXW00064

    • (2070)CF1 Director (AR) (9 Jul 2007 to 6 Sep 2010)
    • (2069)CF4 Partner (AR) (9 Mar 2006 to 9 Jul 2007)
  • Bartlomiej Bilski

    IRN BXB00091

    • (2428)Appointed representative dealing with clients for which they require qualification (30 Apr 2020 to 18 Mar 2021)
  • Ben Begler Beslic

    IRN BBB00010

    • (2646)CF1 Director (AR) (26 Jul 2007 to 23 May 2008)
  • Ben Richardson

    IRN BXR80853

    • (1106)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1107)Appointed representative dealing with clients for which they require qualification (since 26 Aug 2020)
    • (1108)CF1 Director (AR) (since 21 Aug 2020)
    • (3118)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Aug 2020)
  • Ben Sebastian De Loup

    IRN BSD01033

    • (3246)Appointed representative dealing with clients for which they require qualification (21 Feb 2022 to 17 Aug 2022)
  • Ben Stewart

    IRN BXS01537

    • (598)CF2 Non Executive Director (AR) (28 Nov 2008 to 21 Aug 2009)
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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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