Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
4 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.

  • Maurice Hugh McDaid

    IRN MHM00017

    • (1009)CF4 Partner (AR) (14 Jan 2011 to 17 Dec 2012)
  • Maurice Mahon

    IRN MXM01999

    • (1140)CF1 Director (AR) (9 Nov 2004 to 27 Aug 2010)
  • Maurice Philip Arthur

    IRN MPA00013

    • (1793)CF30 Customer (1 May 2009 to 27 Jan 2010)
  • Maxine Hutton

    IRN MXH00323

    • (668)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Dec 2020)
  • Maxwell Dale

    IRN MXD00114

    • (58)CF1 Director (AR) (31 Oct 2004 to 31 Aug 2010)
  • Maxwell John Wright

    IRN MJW00070

    • (382)CF2 Non Executive Director (16 Jun 2015 to 8 Dec 2019)
    • (381)CF3 Chief Executive (19 Oct 2009 to 6 Apr 2010)
    • (383)CF1 Director (19 Oct 2009 to 6 Apr 2010)
  • Maxwell Paul Murphy

    IRN MPM01084

    • (3274)CF2 Non Executive Director (AR) (22 Jan 2008 to 23 Nov 2012)
  • Mayank Prakash

    IRN MXP00295

    • (962)CF1 Director (AR) (since 19 Jan 2026)
  • Megan Chamberlain

    IRN MXC00302

    • (56)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (57)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Mehmet Mimoglu

    IRN MXM01995

    • (3268)CF1 Director (AR) (25 Jan 2012 to 28 Oct 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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