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.

  • Benedict Flanders

    IRN BPF00004

    • (1999)CF30 Customer (17 May 2010 to 7 Mar 2011)
  • Benjaman Anderson

    IRN BXA87383

    • (1299)CF1 Director (AR) (16 Jul 2020 to 9 Jul 2022)
  • Benjamin Greenwood

    IRN BXG01250

    • (666)CF4 Partner (AR) (13 Oct 2008 to 11 Jun 2009)
  • Benjamin James Rosser

    IRN BXR00072

    • (2350)Appointed representative dealing with clients for which they require qualification (10 Oct 2023 to 4 Dec 2024)
  • Benjamin James Turnbull

    IRN BXT00369

    • (2229)Appointed representative dealing with clients for which they require qualification (22 Jul 2022 to 23 Feb 2023)
  • Benjamin John Tustin

    IRN BJT01076

    • (1595)CF1 Director (AR) (7 May 2009 to 14 Jul 2010)
  • Benjamin Kill

    IRN BXK00046

    • (130)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (131)Appointed representative dealing with clients for which they require qualification (since 16 Jan 2020)
  • Benjamin Mark Barrass

    IRN BMB01066

    • (661)CF2 Non Executive Director (AR) (16 Apr 2008 to 16 Jan 2010)
  • Benn Carter

    IRN BXC00389

    • (3055)Appointed representative dealing with clients for which they require qualification (4 Sep 2024 to 20 Apr 2026)
  • Bernard Alexander Scott

    IRN BAS01078

    • (1002)CF1 Director (AR) (6 Jun 2005 to 6 Oct 2005)
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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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