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.

  • Select Life & Mortgages Ltd (no longer appointed)

    FRN 524874 · Appointed 27 May 2010 · Until 17 May 2013

  • Aidan J Reed Ltd (no longer appointed)

    FRN 524870 · Appointed 27 May 2010 · Until 7 Aug 2013

  • Jeffries & Partners Limited (no longer appointed)

    FRN 224739 · Appointed 24 May 2010 · Until 11 Aug 2022

  • Brendan Headley (no longer appointed)

    FRN 524489 · Appointed 21 May 2010 · Until 30 Apr 2014

  • Vanilla Life Ltd (no longer appointed)

    FRN 524420 · Appointed 21 May 2010 · Until 12 Nov 2012

  • Neil Gourlay (no longer appointed)

    FRN 524398 · Appointed 20 May 2010 · Until 7 Aug 2013

  • Mortgage Managers Limited (no longer appointed)

    FRN 411614 · Appointed 19 May 2010 · Until 4 Mar 2011

  • Kate Raybould (no longer appointed)

    FRN 524185 · Appointed 18 May 2010 · Until 11 Feb 2011

  • John Rigney (no longer appointed)

    FRN 524021 · Appointed 17 May 2010 · Until 31 Dec 2014

  • John Hogg (no longer appointed)

    FRN 523885 · Appointed 14 May 2010 · Until 9 Jul 2012

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