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.

  • John Edward Constant

    IRN JEC01177

    • (219)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (220)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1744)CF1 Director (AR) (31 Oct 2004 to 30 Jun 2011)
  • John Edward Poynter

    IRN JEP00024

    • (1388)CF30 Customer (30 Dec 2008 to 17 Sep 2010)
    • (1389)CF1 Director (AR) (31 Oct 2004 to 17 Sep 2010)
  • John Edwin Spence

    IRN JES00007

    • (943)CF30 Customer (29 Sep 2011 to 25 Oct 2012)
  • John Ellis Amor

    IRN JEA00005

    • (2149)CF1 Director (AR) (26 Jan 2006 to 23 Mar 2009)
  • John Ernest Cleverley

    IRN JEC00036

    • (882)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (884)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (883)CF4 Partner (AR) (since 31 Oct 2004)
  • John Francis Lea

    IRN JFL00004

    • (947)CF1 Director (AR) (24 Jan 2007 to 19 Apr 2007)
  • John Francis Murray

    IRN JFM00019

    • (519)CF4 Partner (AR) (7 Jan 2005 to 1 May 2009)
  • John George Douglas

    IRN JGD00010

    • (2089)CF30 Customer (12 Apr 2013 to 31 Jan 2020)
  • John George Frost

    IRN JXF00294

    • (2491)Appointed representative dealing with clients for which they require qualification (8 Aug 2022 to 7 May 2023)
    • (2492)CF1 Director (AR) (12 Apr 2022 to 7 May 2023)
  • John Green

    IRN JXG01750

    • (1504)CF1 Director (AR) (24 Jan 2013 to 31 Mar 2020)
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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. 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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