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.

  • Anthony Bell

    IRN AXB00223

    • (549)CF1 Director (AR) (3 Nov 2008 to 28 Sep 2018)
  • Anthony Christopher Field

    IRN ACF00012

    • (10)CF21 Investment Adviser (1 Dec 2001 to 28 Apr 2002)
  • Anthony Croome

    IRN AXC00288

    • (188)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (189)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Anthony Epps

    IRN AJE00029

    • (2620)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Apr 2020)
    • (2618)CF30 Customer (1 Nov 2007 to 5 Apr 2020)
    • (2621)CF1 Director (AR) (29 Mar 2006 to 5 Apr 2020)
    • (2619)CF22 Investment Adviser (Trainee) (29 Mar 2006 to 31 Oct 2007)
  • Anthony Farrell Corrigan

    IRN TXC00038

    • (1074)CF30 Customer (10 Oct 2011 to 29 Jun 2012)
  • Anthony Francis Burton

    IRN AFB00011

    • (2825)CF1 Director (AR) (16 Feb 2010 to 30 Sep 2013)
  • Anthony George Craven

    IRN AGC01116

    • (1679)CF30 Customer (12 Dec 2011 to 31 Oct 2012)
    • (1680)CF1 Director (AR) (12 Dec 2011 to 31 Dec 2012)
  • Anthony Hammond

    IRN AXH00266

    • (162)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (163)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Anthony Hodges

    IRN ASH01072

    • (3294)CF10 Compliance Oversight (30 Jun 2014 to 31 Dec 2015)
    • (3295)CF1 Director (30 Jun 2014 to 31 Dec 2015)
  • Anthony Hutt

    IRN AXH03175

    • (1131)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1132)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1133)CF1 Director (AR) (since 17 Apr 2018)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Show more

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

Show more