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.

  • Carolyn Connor

    IRN CXC01623

    • (762)CF4 Partner (AR) (31 May 2007 to 5 Jun 2008)
  • Carrie-Ann Sobkowiak

    IRN CXS00181

    • (2397)Appointed representative dealing with clients for which they require qualification (14 Jan 2020 to 2 Aug 2023)
  • Catherine Anne Kelly-Hourican

    IRN CAK01058

    • (969)CF1 Director (AR) (1 Jul 2011 to 30 Dec 2013)
  • Catherine Ayres

    IRN CXW00053

    • (1720)CF1 Director (AR) (15 Dec 2004 to 20 Apr 2007)
  • Catherine Dupree

    IRN CXD01878

    • (23)CF1 Director (AR) (since 29 Apr 2022)
    • (1324)Appointed representative dealing with clients for which they require qualification (6 May 2022 to 9 Oct 2025)
  • Catherine Mary Scott Buglass

    IRN CMB01168

    • (934)CF1 Director (AR) (14 Jul 2006 to 28 Feb 2008)
  • Catherine Mary Williams

    IRN CMW01127

    • (1516)CF2 Non Executive Director (AR) (1 Mar 2011 to 17 Oct 2013)
    • (1517)CF1 Director (AR) (18 Oct 2007 to 24 Feb 2011)
  • Catherine Rout

    IRN CXR00124

    • (2365)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Jan 2023)
  • Catherine Spence

    IRN CXS00182

    • (2382)Appointed representative dealing with clients for which they require qualification (21 Oct 2020 to 22 May 2021)
  • Catherine Tether

    IRN CXB00148

    • (82)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (83)Appointed representative dealing with clients for which they require qualification (since 2 Mar 2021)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Norman Alan Heeks (no longer appointed)

    FRN 411316 · Appointed 20 Jan 2010 · Until 30 Nov 2012

  • Jayne Louise Riley (no longer appointed)

    FRN 516478 · Appointed 19 Jan 2010 · Until 26 Mar 2013

  • James Hyland (no longer appointed)

    FRN 516362 · Appointed 15 Jan 2010 · Until 24 Mar 2010

  • Eddie Murphy Financial Services Ltd (no longer appointed)

    FRN 516378 · Appointed 15 Jan 2010 · Until 13 Sep 2024

  • John Constant (no longer appointed)

    FRN 516364 · Appointed 15 Jan 2010 · Until 26 Mar 2010

  • Hipsco Ltd (no longer appointed)

    FRN 516390 · Appointed 15 Jan 2010 · Until 22 Sep 2016

  • Enzo Tozza (no longer appointed)

    FRN 464544 · Appointed 14 Jan 2010 · Until 31 Mar 2011

  • Rachael Louise Setford (no longer appointed)

    FRN 516225 · Appointed 14 Jan 2010 · Until 13 Jul 2010

  • Paul Davies (no longer appointed)

    FRN 516170 · Appointed 13 Jan 2010 · Until 23 Sep 2016

  • NBS Mortgage Solutions Ltd (no longer appointed)

    FRN 516050 · Appointed 11 Jan 2010 · Until 26 Nov 2012

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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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