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.

  • Clare Patricia Mackay

    IRN CPM01075

    • (3371)CF1 Director (AR) (3 Apr 2008 to 8 Jan 2009)
  • Claudio Segagni

    IRN CXS01751

    • (647)CF4 Partner (AR) (16 Sep 2008 to 20 Jan 2010)
  • Clementine Jeffries

    IRN CXJ01333

    • (40)CF1 Director (AR) (since 28 May 2015)
  • Clive Bernard Read

    IRN CBR01022

    • (772)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (774)CF1 Director (AR) (since 11 Apr 2022)
    • (773)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Clive Ernest Jefferson

    IRN CEJ01022

    • (548)CF1 Director (AR) (10 Feb 2006 to 8 Apr 2010)
  • Clive Hollins

    IRN CXH00026

    • (794)CF30 Customer (4 Dec 2009 to 14 Jun 2012)
  • Clive James Baker

    IRN CJB01350

    • (1681)CF1 Director (AR) (15 Aug 2006 to 28 Aug 2009)
  • Clive Nicholas Sweeney

    IRN CNS00004

    • (747)CF1 Director (AR) (1 Nov 2010 to 18 Nov 2013)
  • Colin Anthony Barrett-Treen

    IRN CAB00028

    • (865)CF1 Director (AR) (31 Oct 2004 to 27 Feb 2006)
  • Colin Baker

    IRN CXB00055

    • (816)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (817)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (818)CF1 Director (AR) (since 18 Dec 2018)
    • (2813)CF1 Director (AR) (20 Apr 2006 to 31 Dec 2012)
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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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