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.

  • Daniel Oliver Weizmann

    IRN DXW00117

    • (1092)CF1 Director (AR) (31 Oct 2004 to 11 Jan 2008)
  • Daniel Pegler

    IRN DAP01163

    • (1604)Appointed representative dealing with clients for which they require qualification (4 Oct 2022 to 27 Apr 2023)
    • (1605)CF1 Director (AR) (21 Apr 2009 to 9 Apr 2010)
  • Daniel Philip Spragg

    IRN DPS00043

    • (2781)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Jun 2023)
    • (2782)CF1 Director (AR) (6 Apr 2019 to 16 Jun 2023)
  • Daniel Ratcliffe

    IRN DXR01490

    • (933)CF1 Director (AR) (17 May 2006 to 20 Jul 2007)
  • Daniel Richard Mumford

    IRN DRM01123

    • (794)CF1 Director (AR) (since 10 May 2021)
  • Daniel Tonge

    IRN DXT01357

    • (1644)CF30 Customer (6 Jul 2012 to 30 Nov 2012)
  • Daniel Williams

    IRN DXW01732

    • (94)CF4 Partner (AR) (14 Dec 2009 to 31 Mar 2010)
  • Daniella Medler

    IRN DXD91287

    • (248)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (249)Appointed representative dealing with clients for which they require qualification (since 23 Apr 2024)
  • Danielle Fradgley

    IRN DXF00023

    • (1084)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1085)Appointed representative dealing with clients for which they require qualification (since 28 Nov 2022)
    • (1086)CF1 Director (AR) (since 8 Sep 2022)
  • Danielle Georgiou-Clark

    IRN DXG00696

    • (314)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (315)Appointed representative dealing with clients for which they require qualification (since 31 Mar 2026)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Marina Wynne (no longer appointed)

    FRN 512926 · Appointed 18 Nov 2009 · Until 1 Jun 2010

  • Gavin Hobson (no longer appointed)

    FRN 468516 · Appointed 18 Nov 2009 · Until 30 Nov 2012

  • Ian Gledhill (no longer appointed)

    FRN 512580 · Appointed 17 Nov 2009 · Until 7 Aug 2013

  • Tracey Daniel (no longer appointed)

    FRN 512566 · Appointed 17 Nov 2009 · Until 26 Aug 2011

  • Steven Hems (no longer appointed)

    FRN 512480 · Appointed 16 Nov 2009 · Until 23 Sep 2011

  • Kerry Hollowell (no longer appointed)

    FRN 512494 · Appointed 16 Nov 2009 · Until 16 Mar 2011

  • Martyn Benton (no longer appointed)

    FRN 512492 · Appointed 16 Nov 2009 · Until 1 Jun 2010

  • Joseph Clintworth (no longer appointed)

    FRN 512400 · Appointed 13 Nov 2009 · Until 16 Nov 2012

  • Andrew Paul Holland (no longer appointed)

    FRN 512365 · Appointed 13 Nov 2009 · Until 24 Apr 2012

  • Matthew Randall (no longer appointed)

    FRN 512390 · Appointed 13 Nov 2009 · Until 17 Dec 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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