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.

  • Kayleigh Jessica Nolan

    IRN KXN00179

    • (3038)Appointed representative dealing with clients for which they require qualification (20 Sep 2024 to 6 Apr 2025)
  • Kayleigh Stephenson

    IRN SXK02949

    • (465)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (466)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Keiran Alan Ames

    IRN KAA00002

    • (536)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (537)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1974)CF7 Sole Trader (AR) (12 Nov 2004 to 31 Jan 2007)
    • (1973)CF22 Investment Adviser (Trainee) (31 Jul 2003 to 10 Jul 2007)
  • Keith Alan Leaver

    IRN KAL00013

    • (50)CF1 Director (AR) (6 Jun 2006 to 1 Jun 2007)
  • Keith Anthony Hannath

    IRN KAH00014

    • (3007)CF1 Director (AR) (31 Oct 2004 to 28 Jun 2013)
  • Keith David Cummings

    IRN KDC01027

    • (639)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (641)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (640)CF4 Partner (AR) (since 17 May 2010)
  • Keith Errol Bevan

    IRN KEB00002

    • (39)CF4 Partner (AR) (since 12 May 2009)
  • Keith Grenfell Duffy

    IRN KGD00003

    • (362)CF30 Customer (1 Nov 2007 to 28 Oct 2012)
    • (365)CF1 Director (AR) (7 Sep 2006 to 29 Aug 2014)
    • (363)CF22 Investment Adviser (Trainee) (22 Sep 2003 to 31 Oct 2007)
    • (364)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
  • Keith Harris

    IRN KXH00115

    • (802)Appointed representative dealing with clients for which they require qualification (16 Dec 2019 to 24 Apr 2020)
  • Keith Jeffrey Hadden

    IRN KJH00029

    • (354)CF30 Customer (1 Nov 2007 to 6 Feb 2008)
    • (355)CF22 Investment Adviser (Trainee) (28 Dec 2006 to 31 Oct 2007)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Show more

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

Show more