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)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • William Watt (no longer appointed)

    FRN 411406 · Appointed 8 Jun 2009 · Until 31 Dec 2010

  • Shelagh Hogg (no longer appointed)

    FRN 502092 · Appointed 8 Jun 2009 · Until 30 Apr 2010

  • David Bonser (no longer appointed)

    FRN 502012 · Appointed 5 Jun 2009 · Until 19 May 2010

  • Roderick Bristow (no longer appointed)

    FRN 465087 · Appointed 4 Jun 2009 · Until 31 Jul 2013

  • Sanctuary Mortgages Ltd (no longer appointed)

    FRN 501663 · Appointed 4 Jun 2009 · Until 30 Jun 2010

  • Sandy Gordon (no longer appointed)

    FRN 407281 · Appointed 2 Jun 2009 · Until 31 Mar 2011

  • Mark Rennicks (no longer appointed)

    FRN 481041 · Appointed 2 Jun 2009 · Until 15 Sep 2010

  • Crystal Advice Limited (no longer appointed)

    FRN 501875 · Appointed 2 Jun 2009 · Until 10 Mar 2011

  • Check Us Out Ltd (no longer appointed)

    FRN 501858 · Appointed 2 Jun 2009 · Until 14 Apr 2010

  • Colin Ellis Property Services (no longer appointed)

    FRN 501824 · Appointed 1 Jun 2009 · Until 24 Aug 2022

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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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