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.

  • James Ernest Van Mechelen

    IRN JEV01023

    • (1500)CF1 Director (AR) (30 Jul 2012 to 22 Apr 2013)
  • James Evans

    IRN JXE00100

    • (2658)Appointed representative dealing with clients for which they require qualification (31 Mar 2023 to 18 Dec 2023)
  • James Francis George Hillier

    IRN JFH01046

    • (433)CF1 Director (AR) (17 Mar 2005 to 19 Jun 2009)
  • James Gillespie

    IRN JRG00017

    • (2116)CF30 Customer (13 Jan 2010 to 13 Jan 2012)
    • (2117)CF1 Director (AR) (23 Nov 2006 to 29 Nov 2013)
  • James Healy Wynne

    IRN JHW00018

    • (2121)CF1 Director (AR) (5 Feb 2007 to 8 Nov 2010)
  • James Henry Fisher

    IRN JHF00014

    • (2058)CF30 Customer (12 Dec 2011 to 31 Jan 2020)
    • (2059)CF1 Director (AR) (12 Dec 2011 to 6 Feb 2026)
  • James John Bonner

    IRN JJB00026

    • (970)CF30 Customer (1 Nov 2007 to 12 Feb 2010)
    • (971)CF22 Investment Adviser (Trainee) (21 Nov 2006 to 31 Oct 2007)
  • James Justin Skivington

    IRN JJS00022

    • (523)CF22 Investment Adviser (Trainee) (13 May 2005 to 6 Feb 2007)
  • James Lawrence Poore

    IRN JXP02039

    • (612)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (613)Appointed representative dealing with clients for which they require qualification (since 16 Jan 2020)
    • (614)CF1 Director (AR) (since 13 Jan 2020)
    • (3070)CF1 Director (AR) (20 Sep 2019 to 18 Dec 2019)
  • James Lee Elvin

    IRN JXE00006

    • (1093)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1094)Appointed representative dealing with clients for which they require qualification (since 27 Jun 2022)
    • (1095)CF1 Director (AR) (since 26 May 2022)
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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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