Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
2 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.

  • Darren Winnard

    IRN DXW01739

    • (232)CF4 Partner (AR) (25 Jan 2010 to 17 Jan 2013)
  • Darrin Robert McDowall

    IRN DRM00029

    • (587)CF30 Customer (28 Feb 2012 to 28 Oct 2012)
    • (588)CF1 Director (AR) (9 Jan 2012 to 3 Sep 2013)
  • Daryl Charles Vickers

    IRN DCV01006

    • (1124)CF4 Partner (AR) (31 Oct 2004 to 23 Apr 2007)
  • Daryl Cornelius

    IRN DXC01647

    • (76)CF1 Director (AR) (20 Oct 2010 to 15 Nov 2012)
  • David Adam Watters

    IRN DAW01182

    • (3341)CF1 Director (AR) (5 Jun 2009 to 27 Mar 2015)
  • David Alan Cooper

    IRN DAC00073

    • (1360)CF30 Customer (1 Nov 2007 to 31 Oct 2012)
    • (1362)CF1 Director (AR) (25 May 2007 to 30 Dec 2013)
    • (1361)CF22 Investment Adviser (Trainee) (25 May 2007 to 31 Oct 2007)
  • David Alan Grindrod

    IRN DAG01176

    • (122)CF1 Director (AR) (14 Dec 2009 to 6 May 2014)
  • David Alan Rounsfell

    IRN DAR00062

    • (1937)CF4 Partner (AR) (19 Sep 2007 to 28 Feb 2011)
  • David Alan Thompson

    IRN DAT01071

    • (2795)CF1 Director (AR) (8 Apr 2011 to 11 May 2020)
    • (2792)CF30 Customer (1 Nov 2007 to 11 May 2020)
    • (2793)CF22 Investment Adviser (Trainee) (1 Dec 2006 to 31 Oct 2007)
    • (2794)CF4 Partner (AR) (1 Dec 2006 to 30 Mar 2011)
  • David Alec Newman

    IRN DAN00025

    • (848)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (849)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (850)CF1 Director (AR) (since 30 Aug 2019)
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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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