Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
5 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.

  • Murdo John McHardy

    IRN MJM01424

    • (1635)CF1 Director (AR) (3 Jan 2008 to 31 May 2016)
  • Murray James Jamieson

    IRN MJJ00027

    • (867)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (868)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (869)CF1 Director (AR) (since 10 May 2006)
  • Nafees Ahmed

    IRN NXA01267

    • (1672)CF1 Director (AR) (3 Sep 2009 to 28 Oct 2012)
  • Nahim Anwar

    IRN NXA00335

    • (2191)Appointed representative dealing with clients for which they require qualification (18 Mar 2024 to 10 Apr 2026)
  • Naomi Bigaj

    IRN NXB00222

    • (2300)Appointed representative dealing with clients for which they require qualification (31 Mar 2021 to 2 Jul 2021)
  • Naomi Lee Townsend

    IRN NXT00073

    • (2312)Appointed representative dealing with clients for which they require qualification (11 Mar 2021 to 5 Aug 2021)
  • Natalie Marie Bevan

    IRN NXB00615

    • (10)CF4 Partner (AR) (since 6 Oct 2025)
  • Natalie Naylor

    IRN NXN00028

    • (97)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (98)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Natalie Valerie Cheesman

    IRN NXD06302

    • (2719)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 May 2024)
    • (2720)CF1 Director (AR) (19 Sep 2018 to 6 May 2024)
  • Natasha Ghelani

    IRN NXM00295

    • (455)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (456)Appointed representative dealing with clients for which they require qualification (since 30 Sep 2021)
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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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