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 Thomas McArdle

    IRN ATM00016

    • (2094)CF30 Customer (1 Nov 2007 to 15 Apr 2011)
    • (2096)CF4 Partner (AR) (17 May 2007 to 15 Apr 2011)
    • (2095)CF22 Investment Adviser (Trainee) (17 May 2007 to 31 Oct 2007)
  • Andrew Victor Ewing

    IRN AVE00001

    • (297)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (298)Appointed representative dealing with clients for which they require qualification (since 23 Sep 2022)
  • Andrew Ward

    IRN AXW01765

    • (1340)CF1 Director (AR) (3 Feb 2009 to 4 Mar 2011)
  • Andrew Watson King

    IRN AWK00007

    • (234)CF30 Customer (11 May 2009 to 31 Jan 2010)
  • Andrew White

    IRN AXW00222

    • (2372)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Oct 2020)
  • Andrew Wilkinson

    IRN AXW00221

    • (112)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (113)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Aneliya Deneva

    IRN AXD00433

    • (256)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (257)Appointed representative dealing with clients for which they require qualification (since 13 Jun 2025)
  • Angela Dunn

    IRN AXD01706

    • (840)CF1 Director (AR) (9 Aug 2007 to 18 Jan 2011)
  • Angela Elaine Basford

    IRN AEB00028

    • (103)CF1 Director (AR) (19 Sep 2007 to 26 Nov 2008)
  • Angela Elizabeth Murdoch

    IRN AEL00023

    • (179)CF22 Investment Adviser (Trainee) (17 Mar 2005 to 28 Mar 2007)
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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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