Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
4 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.

  • Michael Cowling

    IRN MXC01852

    • (5)CF1 Director (AR) (14 Feb 2005 to 20 Dec 2012)
  • Michael David Allen

    IRN MDA01048

    • (60)CF1 Director (AR) (31 Oct 2004 to 1 Feb 2008)
  • Michael David Bradbury

    IRN MDB01165

    • (625)CF2 Non Executive Director (AR) (4 Nov 2010 to 9 Mar 2011)
    • (626)CF1 Director (AR) (15 Aug 2008 to 3 Nov 2010)
  • Michael David Colbeck

    IRN MDC01124

    • (3191)CF30 Customer (21 Oct 2010 to 28 Jun 2013)
  • Michael David Glover

    IRN MDG00008

    • (171)CF22 Investment Adviser (Trainee) (1 Jul 2004 to 14 Jun 2006)
  • Michael David Maddin

    IRN MDM01115

    • (891)CF1 Director (AR) (15 Sep 2006 to 1 Oct 2008)
  • Michael David Tickner

    IRN MDT00003

    • (933)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (934)Appointed representative dealing with clients for which they require qualification (since 16 Dec 2019)
    • (935)CF1 Director (AR) (since 6 Dec 2019)
  • Michael Dooley

    IRN MXD00185

    • (140)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (141)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Michael Edward McClements

    IRN MEM01098

    • (1643)CF4 Partner (AR) (29 Jun 2010 to 5 Jan 2011)
  • Michael Edward Waterman

    IRN MXW00106

    • (2597)CF30 Customer (16 Jan 2008 to 30 Nov 2012)
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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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