Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
2 days ago

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    3700
    Birmingham Business Park
    Birmingham
    West Midlands
    B37 7YT
    UNITED KINGDOM
    Phone
    +443303030237
    Web
    https://www.primis.co.uk

  • Complaints Contact

    3700
    Birmingham Business Park
    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

  • 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 Retail (Non-Investment Insurance), Commercial, 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.

  • Marlon Horatio Johnson

    IRN MHJ01025

    • (2722)CF1 Director (AR) (7 Aug 2008 to 4 Nov 2011)
  • Marta Ostrowska

    IRN MXO00060

    • (2370)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 27 May 2020)
  • Martin Adrian Fothergill

    IRN MAF01143

    • (1668)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Oct 2024)
  • Martin Barker

    IRN MXB04150

    • (2179)Appointed representative dealing with clients for which they require qualification (24 Feb 2025 to 6 May 2025)
  • Martin Charles Rose

    IRN MCR00005

    • (2779)CF1 Director (AR) (9 Mar 2005 to 30 Apr 2018)
  • Martin Charles Smith-Sheppard

    IRN MCS01128

    • (693)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (694)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (695)CF1 Director (AR) (since 6 Jun 2006)
  • Martin Clarke

    IRN MXC00301

    • (114)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (115)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Martin Clive Taphouse

    IRN MXT33476

    • (1175)SMF24 Chief Operations (since 25 Mar 2025)
  • Martin David Sykes

    IRN MDS01211

    • (3216)SMF18 Other Overall Responsibility (17 Aug 2022 to 30 Apr 2026)
    • (3217)SMF17 Money Laundering Reporting Officer (MLRO) (18 Feb 2020 to 17 Aug 2022)
    • (3218)SMF16 Compliance Oversight (18 Feb 2020 to 17 Aug 2022)
    • (3219)CF11 Money Laundering Reporting (20 Mar 2014 to 2 May 2014)
    • (3220)CF10 Compliance Oversight (21 Feb 2011 to 25 Oct 2011)
  • Martin Eriksen

    IRN MXE01366

    • (1581)CF30 Customer (19 Apr 2013 to 7 Aug 2014)
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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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