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.

  • Ashley Ralph Hylton Jensen

    IRN ARJ01083

    • (1171)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1172)Appointed representative dealing with clients for which they require qualification (since 20 Feb 2026)
    • (1173)CF1 Director (AR) (since 19 Dec 2022)
    • (2745)Appointed representative dealing with clients for which they require qualification (16 Jan 2023 to 10 Apr 2025)
  • Ashley Sims

    IRN AXS04620

    • (1313)CF1 Director (AR) (16 Oct 2020 to 24 Feb 2026)
  • Ashley Stephen Brown

    IRN ASB01099

    • (3081)CF1 Director (AR) (23 Feb 2006 to 17 Dec 2009)
  • Ashley Valentine Reading

    IRN AXR00098

    • (1460)CF1 Director (AR) (13 Jul 2020 to 31 Mar 2021)
  • Ashraf Qurashi

    IRN AXQ00002

    • (2169)CF30 Customer (19 Mar 2012 to 5 Jan 2020)
  • Ashwani Kumar

    IRN AXK01440

    • (1217)CF1 Director (AR) (31 Oct 2004 to 26 Feb 2010)
  • Ashwani Kumar Moudgil

    IRN AKM01058

    • (1664)CF30 Customer (8 Feb 2010 to 7 Mar 2011)
  • Ausalut, Shehzad

    IRN AXS04814

    • (1137)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1138)Appointed representative dealing with clients for which they require qualification (since 15 Jun 2021)
    • (1139)CF1 Director (AR) (since 6 May 2021)
  • Austyn Johnson

    IRN AXJ00111

    • (543)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (544)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Aycan Richards

    IRN AXC01557

    • (967)CF1 Director (AR) (27 Sep 2012 to 18 Feb 2013)
    • (966)CF30 Customer (2 Mar 2012 to 7 Sep 2012)
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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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