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.

  • Emily Milburn

    IRN EXM00085

    • (698)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Jul 2020)
  • Emily Wilson

    IRN EXW00143

    • (1294)Appointed representative dealing with clients for which they require qualification (5 Oct 2021 to 31 May 2023)
  • Emma Atkinson

    IRN EXA00242

    • (2180)Appointed representative dealing with clients for which they require qualification (28 Nov 2024 to 29 Jan 2026)
  • Emma Catherine Clayton

    IRN EXD00017

    • (110)CF22 Investment Adviser (Trainee) (30 Jun 2005 to 23 Jun 2006)
  • Emma Collett

    IRN ELB01055

    • (2760)CF1 Director (AR) (24 Sep 2012 to 4 Jun 2013)
  • Emma Glen

    IRN EXG00043

    • (1032)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1034)CF1 Director (AR) (since 26 Jun 2023)
    • (1033)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Emma Holt

    IRN ELH01051

    • (494)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (495)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1542)CF4 Partner (AR) (2 Sep 2016 to 28 Aug 2024)
  • Emma Huntley Forbes

    IRN EHR00005

    • (1576)CF4 Partner (AR) (26 Apr 2010 to 6 Feb 2013)
  • Emma Hyldon

    IRN EXH00069

    • (2421)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 May 2022)
  • Emma Jane Holt

    IRN EJF01044

    • (785)CF1 Director (AR) (26 Sep 2005 to 22 Jun 2008)
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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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