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.

  • Christopher Edward Hogg

    IRN CEH00022

    • (288)CF1 Director (AR) (19 Apr 2007 to 26 Aug 2008)
    • (287)CF22 Investment Adviser (Trainee) (2 Feb 2006 to 18 Sep 2006)
  • Christopher Edward Smith

    IRN CXS00705

    • (403)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (404)Appointed representative dealing with clients for which they require qualification (since 14 Oct 2024)
  • Christopher Francis Orr

    IRN FCO00002

    • (1383)CF30 Customer (18 Aug 2009 to 28 Oct 2012)
  • Christopher Galanty

    IRN CXG01396

    • (772)CF1 Director (AR) (26 Jun 2007 to 22 Nov 2011)
  • Christopher Graham Frost

    IRN CGF00005

    • (228)CF1 Director (AR) (20 Apr 2009 to 9 Mar 2012)
  • Christopher Harvey

    IRN CXH00057

    • (1881)CF30 Customer (1 Nov 2007 to 5 Jun 2008)
    • (1882)CF22 Investment Adviser (Trainee) (30 Aug 2006 to 31 Oct 2007)
  • Christopher Heslop

    IRN CXH00048

    • (3131)CF30 Customer (1 Nov 2007 to 8 Jun 2008)
    • (3132)CF22 Investment Adviser (Trainee) (26 Oct 2007 to 31 Oct 2007)
  • Christopher Hooley

    IRN CXH00060

    • (1848)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 May 2020)
  • Christopher Jagger

    IRN CXJ01204

    • (1592)CF1 Director (AR) (16 Jul 2009 to 4 Mar 2010)
  • Christopher James Hall

    IRN CJH01316

    • (2712)CF1 Director (AR) (12 Nov 2008 to 5 Dec 2013)
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. 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

Show more