Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
3 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.

  • Martin Reilly

    IRN MAR00058

    • (2051)CF30 Customer (1 Nov 2007 to 13 Aug 2008)
    • (2053)CF1 Director (AR) (26 Oct 2007 to 13 Aug 2008)
    • (2052)CF22 Investment Adviser (Trainee) (26 Oct 2007 to 31 Oct 2007)
  • Martin Tapper

    IRN MCT01076

    • (645)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (647)Appointed representative dealing with clients for which they require qualification (since 1 Dec 2021)
    • (646)CF4 Partner (AR) (since 25 Nov 2021)
  • Martin Young

    IRN MXY01062

    • (577)CF1 Director (AR) (31 Oct 2004 to 20 Jan 2006)
  • Martine Pope

    IRN MXP00616

    • (2224)Appointed representative dealing with clients for which they require qualification (12 Oct 2022 to 6 Oct 2023)
  • Martine Wilson

    IRN MXW02022

    • (796)CF1 Director (AR) (10 Oct 2012 to 20 May 2016)
  • Martyn Gadsby

    IRN MXG01570

    • (1267)CF1 Director (AR) (31 Oct 2004 to 11 May 2006)
  • Martyn Leader

    IRN MXL00132

    • (60)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (61)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Martyn Lock

    IRN MXL00091

    • (2775)CF1 Director (AR) (8 Oct 2008 to 2 Nov 2010)
  • Martyn Paul Seaman

    IRN MPS01142

    • (633)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (635)CF1 Director (AR) (since 23 Nov 2022)
    • (634)Appointed representative dealing with clients for which they require qualification (since 17 Aug 2021)
  • Mary Jane Cross

    IRN MJC01561

    • (368)CF3 Chief Executive (19 Nov 2014 to 1 Jun 2018)
    • (369)CF1 Director (3 Jan 2012 to 28 Oct 2019)
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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 Mortages

  2. trading name added: Personal Touch Medical

  3. trading name added: Personal Touch Insure

  4. permission removed: CBTL Effective Date

  5. permission removed: CBTL Status

  6. controlled function added: (1186)SMF9 Chair of the Governing Body

  7. controlled function added: (1185)SMF18 Other Overall Responsibility

  8. controlled function added: (1184)Responsible for Insurance Distribution

  9. controlled function added: (1183)Responsibility for MCD Intermediation

  10. controlled function added: (1182)SMF2 Chief Finance

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