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.

  • Fiona Katherine Ferris-Caley

    IRN FKF01000

    • (621)CF1 Director (13 Aug 2010 to 28 Jan 2011)
    • (619)CF11 Money Laundering Reporting (13 Aug 2010 to 28 Jan 2011)
    • (620)CF10 Compliance Oversight (1 Oct 2008 to 28 Jan 2011)
  • Fiona Lenci Harris

    IRN FXH00010

    • (1066)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1067)Appointed representative dealing with clients for which they require qualification (since 24 Mar 2022)
    • (1068)CF1 Director (AR) (since 1 Mar 2022)
  • Fiona McLean

    IRN FXM01435

    • (2757)CF30 Customer (9 Jun 2011 to 25 Oct 2012)
  • Flynn Dwyer

    IRN FXD00087

    • (413)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (414)Appointed representative dealing with clients for which they require qualification (since 3 Apr 2025)
  • Fotis Andreas Joannou

    IRN FAJ00002

    • (2697)CF30 Customer (25 Aug 2009 to 26 Nov 2013)
    • (2698)CF1 Director (AR) (31 Oct 2004 to 26 Sep 2023)
  • Foyez Ali

    IRN FXA00068

    • (2296)Appointed representative dealing with clients for which they require qualification (6 May 2022 to 17 Jun 2024)
  • Frances Nina Bryan

    IRN FNB01002

    • (2747)CF4 Partner (AR) (19 Mar 2010 to 1 Apr 2013)
    • (2746)CF30 Customer (19 Mar 2010 to 1 Apr 2013)
  • Frances Patricia Neil

    IRN FPN01003

    • (930)CF1 Director (AR) (22 May 2006 to 10 Jun 2011)
  • Francis Frederick Lappin

    IRN FFL00001

    • (434)CF30 Customer (1 Nov 2007 to 27 Nov 2012)
    • (435)CF24 Pension Transfer Specialist (1 Jan 2005 to 31 Oct 2007)
  • Frank Buchanan Bryceland

    IRN FBB00001

    • (1102)CF4 Partner (AR) (26 May 2011 to 30 Nov 2012)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Richard James (no longer appointed)

    FRN 580062 · Appointed 24 Apr 2012 · Until 23 Sep 2016

  • Keenans Estate Agents Ltd (no longer appointed)

    FRN 580014 · Appointed 23 Apr 2012 · Until 9 Jun 2016

  • Luke Mellon (no longer appointed)

    FRN 579901 · Appointed 20 Apr 2012 · Until 22 Sep 2016

  • PCCB Ltd (no longer appointed)

    FRN 579802 · Appointed 19 Apr 2012 · Until 20 Apr 2026

  • Jenifer Rutherford (no longer appointed)

    FRN 579816 · Appointed 19 Apr 2012 · Until 30 Nov 2012

  • Christopher Purcell (no longer appointed)

    FRN 579563 · Appointed 18 Apr 2012 · Until 8 Aug 2013

  • Andrew Ian Knode (no longer appointed)

    FRN 195412 · Appointed 12 Apr 2012 · Until 10 Jun 2013

  • Paul West (no longer appointed)

    FRN 579059 · Appointed 4 Apr 2012 · Until 15 Oct 2013

  • Omega Financial Services Ltd (no longer appointed)

    FRN 192994 · Appointed 30 Mar 2012 · Until 30 Sep 2016

  • Sherdon Estate Agents (no longer appointed)

    FRN 578585 · Appointed 29 Mar 2012 · Until 15 Jun 2016

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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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