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.

  • Joanna Cook

    IRN JXC01346

    • (373)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (374)Appointed representative dealing with clients for which they require qualification (since 24 Mar 2025)
    • (2193)Appointed representative dealing with clients for which they require qualification (6 Mar 2024 to 28 Mar 2024)
  • Joanna Ewa Szydlowska

    IRN JXS00061

    • (18)CF1 Director (AR) (since 13 Oct 2020)
  • Joanna Laura Judith Ruddick

    IRN JLR00028

    • (173)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 18 Dec 2003)
  • Joanne Blackburn

    IRN JXB00667

    • (2308)[FCA CF] Significant management (1 Nov 2020 to 11 Nov 2024)
  • Joanne Ellen Badger

    IRN JXB00551

    • (2314)[FCA CF] Significant management (27 Sep 2023 to 24 Mar 2026)
    • (2313)SMF18 Other Overall Responsibility (15 Oct 2021 to 19 Aug 2022)
  • Joanne Forbes

    IRN JXF00148

    • (204)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (205)Appointed representative dealing with clients for which they require qualification (since 25 Nov 2022)
  • Joanne Gallagher

    IRN JXG02419

    • (1168)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1169)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1170)CF1 Director (AR) (since 5 Sep 2018)
  • Joanne Osborne

    IRN JXO01538

    • (2532)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Mar 2021)
    • (2533)CF1 Director (AR) (26 Oct 2016 to 4 Feb 2026)
  • Joanne Sarah Williams

    IRN JSW00038

    • (2997)CF1 Director (AR) (4 Oct 2012 to 6 Jun 2014)
  • Joanne Thurman

    IRN JXT01469

    • (348)CF4 Partner (AR) (4 Jan 2007 to 3 May 2011)
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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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