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.

  • Andrew Campbell

    IRN AMC00025

    • (1264)CF4 Partner (AR) (31 Oct 2004 to 22 Aug 2008)
  • Andrew Charles Persell

    IRN ACP00031

    • (3362)CF1 Director (AR) (31 Oct 2004 to 21 Oct 2010)
  • Andrew Christopher Sheasby

    IRN ACS01227

    • (619)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (620)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (621)CF1 Director (AR) (since 7 Jan 2014)
  • Andrew Christopher Smith

    IRN ACS00038

    • (894)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (895)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (896)CF1 Director (AR) (since 31 Oct 2008)
    • (3174)CF30 Customer (23 Jan 2009 to 28 Oct 2012)
    • (3175)CF1 Director (AR) (18 Aug 2005 to 13 Dec 2006)
  • Andrew Chukwuenweniwe

    IRN ACO01020

    • (1619)CF1 Director (AR) (4 Dec 2008 to 4 Dec 2008)
  • Andrew Dalglish Scott

    IRN ADS00010

    • (1919)CF1 Director (AR) (27 Feb 2008 to 31 Jan 2013)
  • Andrew David Cragg

    IRN ADC01157

    • (886)CF1 Director (AR) (1 Nov 2006 to 5 Oct 2007)
  • Andrew David Lawrence

    IRN ADL00025

    • (211)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (212)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Andrew David Orgill

    IRN ADO01013

    • (856)CF1 Director (AR) (7 Mar 2007 to 17 Jun 2008)
  • Andrew Georgiou

    IRN AXG00331

    • (2309)Appointed representative dealing with clients for which they require qualification (20 Jan 2025 to 15 Aug 2025)
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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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