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.

  • Calvin Rodgers

    IRN CXR01496

    • (968)CF4 Partner (AR) (28 Apr 2011 to 30 Jun 2014)
  • Candice Marie Sunderland

    IRN CXS00392

    • (471)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (472)Appointed representative dealing with clients for which they require qualification (since 22 Jun 2022)
  • Carl Martyn Smith

    IRN CXS00284

    • (2315)Appointed representative dealing with clients for which they require qualification (13 Apr 2022 to 2 May 2023)
  • Carl Max Baker

    IRN CMB00007

    • (1062)CF30 Customer (1 Nov 2007 to 3 Dec 2010)
    • (1063)CF22 Investment Adviser (Trainee) (26 Oct 2007 to 31 Oct 2007)
  • Carl Steven Hall

    IRN CSH01074

    • (191)CF1 Director (AR) (2 Sep 2009 to 26 Mar 2010)
  • Carl Stokes

    IRN CXS01530

    • (3064)CF1 Director (AR) (23 Oct 2008 to 27 Jul 2012)
  • Carl Wood

    IRN CXW00060

    • (1683)CF30 Customer (28 Jun 2010 to 1 Mar 2011)
  • Carol Ann Cannon

    IRN CAC01145

    • (74)CF4 Partner (AR) (14 Jan 2005 to 8 Sep 2006)
  • Carol Ann Parker

    IRN CAP01098

    • (1244)CF1 Director (AR) (14 Jan 2005 to 10 Feb 2005)
  • Carol Ann Ross

    IRN CAR00012

    • (2114)CF30 Customer (27 May 2009 to 30 Nov 2010)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Terence Boast (no longer appointed)

    FRN 515282 · Appointed 29 Dec 2009 · Until 19 Aug 2013

  • Carolyn Macdonald (no longer appointed)

    FRN 514969 · Appointed 22 Dec 2009 · Until 19 Nov 2010

  • Brian Melling (no longer appointed)

    FRN 421014 · Appointed 22 Dec 2009 · Until 30 Apr 2013

  • Tony Pace (no longer appointed)

    FRN 499740 · Appointed 21 Dec 2009 · Until 1 Oct 2010

  • Alliance United Ltd (no longer appointed)

    FRN 514933 · Appointed 21 Dec 2009 · Until 7 Aug 2013

  • A & A Mortgages Ltd (no longer appointed)

    FRN 502324 · Appointed 15 Dec 2009 · Until 28 Feb 2013

  • Wyatt Husler Cook Ltd (no longer appointed)

    FRN 514674 · Appointed 15 Dec 2009 · Until 3 Feb 2021

  • James Rawling (no longer appointed)

    FRN 514233 · Appointed 8 Dec 2009 · Until 16 Nov 2012

  • Christopher Vaughan (no longer appointed)

    FRN 514231 · Appointed 8 Dec 2009 · Until 7 Aug 2013

  • PERSONAL TOUCH MORTGAGES LTD (no longer appointed)

    FRN 514199 · Appointed 8 Dec 2009 · Until 31 Jul 2025

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