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.

  • Claire Elizabeth Coates

    IRN CEC01061

    • (1117)CF2 Non Executive Director (AR) (20 Jul 2010 to 18 Jan 2011)
    • (1118)CF1 Director (AR) (15 Feb 2007 to 19 Jul 2010)
  • Claire Huntley

    IRN CXH01601

    • (790)CF1 Director (AR) (11 Jul 2007 to 21 Nov 2011)
  • Claire Mary Taylor

    IRN CMT01071

    • (855)CF1 Director (AR) (7 Mar 2007 to 22 Oct 2010)
  • Claire Smith

    IRN CXS01706

    • (740)CF1 Director (AR) (18 Oct 2007 to 22 Aug 2011)
  • Claire Towe

    IRN CXT00365

    • (17)CF1 Director (AR) (since 22 Nov 2022)
  • Claire Wheeler

    IRN CXW00147

    • (2402)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Mar 2021)
  • Claire Wilkinson

    IRN CXW68460

    • (2501)Appointed representative dealing with clients for which they require qualification (1 Sep 2023 to 14 Aug 2025)
  • Clara Downton

    IRN CXD00118

    • (3098)Appointed representative dealing with clients for which they require qualification (18 Aug 2020 to 21 Apr 2021)
  • Clare Kinson

    IRN CXK01195

    • (1005)CF1 Director (AR) (6 Sep 2005 to 25 Apr 2008)
  • Clare Mercer

    IRN CXM00757

    • (1305)CF1 Director (AR) (14 Sep 2022 to 17 Oct 2022)
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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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