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.

  • Joseph Clintworth

    IRN JXC00233

    • (63)CF30 Customer (24 Jun 2010 to 26 Oct 2012)
  • Joseph Millard

    IRN JXM04500

    • (309)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (310)Appointed representative dealing with clients for which they require qualification (since 5 May 2026)
  • Josephine Devlin

    IRN JXD13905

    • (2517)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Feb 2023)
    • (2518)CF1 Director (AR) (18 Apr 2019 to 28 Feb 2023)
  • Josephine Grace Dodds

    IRN JGD01074

    • (3369)CF1 Director (AR) (30 Jul 2007 to 8 Apr 2009)
  • Joshua Sisley

    IRN JXS00366

    • (2396)Appointed representative dealing with clients for which they require qualification (14 Jan 2020 to 21 Apr 2025)
  • Josie Rye

    IRN JXR00497

    • (2247)Appointed representative dealing with clients for which they require qualification (23 Dec 2021 to 28 Sep 2023)
  • Joyce Froggett

    IRN JXF01475

    • (894)CF1 Director (AR) (5 Sep 2006 to 18 Jul 2008)
  • Judith Anna Keeling

    IRN JAK01108

    • (1230)CF1 Director (AR) (14 Jan 2005 to 21 Jul 2008)
  • Judith Sarah Clayton

    IRN JSG00012

    • (642)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (643)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (644)CF1 Director (AR) (since 12 Jan 2018)
  • Judy Barwell

    IRN JXM02472

    • (689)CF1 Director (AR) (8 Dec 2006 to 12 Feb 2010)
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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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