Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
6 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.

  • Murdo John McHardy

    IRN MJM01424

    • (1635)CF1 Director (AR) (3 Jan 2008 to 31 May 2016)
  • Murray James Jamieson

    IRN MJJ00027

    • (867)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (868)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (869)CF1 Director (AR) (since 10 May 2006)
  • Nafees Ahmed

    IRN NXA01267

    • (1672)CF1 Director (AR) (3 Sep 2009 to 28 Oct 2012)
  • Nahim Anwar

    IRN NXA00335

    • (2191)Appointed representative dealing with clients for which they require qualification (18 Mar 2024 to 10 Apr 2026)
  • Naomi Bigaj

    IRN NXB00222

    • (2300)Appointed representative dealing with clients for which they require qualification (31 Mar 2021 to 2 Jul 2021)
  • Naomi Lee Townsend

    IRN NXT00073

    • (2312)Appointed representative dealing with clients for which they require qualification (11 Mar 2021 to 5 Aug 2021)
  • Natalie Marie Bevan

    IRN NXB00615

    • (10)CF4 Partner (AR) (since 6 Oct 2025)
  • Natalie Naylor

    IRN NXN00028

    • (97)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (98)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Natalie Valerie Cheesman

    IRN NXD06302

    • (2719)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 May 2024)
    • (2720)CF1 Director (AR) (19 Sep 2018 to 6 May 2024)
  • Natasha Ghelani

    IRN NXM00295

    • (455)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (456)Appointed representative dealing with clients for which they require qualification (since 30 Sep 2021)
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. controlled function added: (1011)CF1 Director (AR)

  2. controlled function added: (1010)Appointed representative dealing with clients for which they require qualification

  3. controlled function added: (1009)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  4. controlled function added: (1008)CF1 Director (AR)

  5. controlled function added: (1007)Appointed representative dealing with clients for which they require qualification

  6. controlled function added: (1006)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  7. controlled function added: (1005)CF1 Director (AR)

  8. controlled function added: (1004)Appointed representative dealing with clients for which they require qualification

  9. controlled function added: (1003)CF4 Partner (AR)

  10. controlled function added: (1002)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

Show more