Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
3 weeks ago
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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.

  • Karen Gadsby

    IRN KXG01224

    • (1268)CF2 Non Executive Director (AR) (31 Oct 2004 to 11 May 2006)
  • Karen Jill McGrath

    IRN KJM01218

    • (1532)CF1 Director (AR) (27 Apr 2016 to 30 Jun 2016)
  • Karen Lallo

    IRN KXL01354

    • (801)CF1 Director (AR) (13 Jun 2012 to 18 Mar 2013)
  • Karen Lisa Cordell

    IRN KLC01049

    • (3375)CF2 Non Executive Director (AR) (16 Feb 2010 to 12 Nov 2012)
  • Karen Lynn Minter

    IRN KLH01049

    • (1364)CF2 Non Executive Director (AR) (5 Aug 2009 to 18 Feb 2013)
  • Karen Pearson

    IRN KXP01411

    • (957)CF1 Director (27 Oct 2011 to 6 Oct 2014)
  • Karen Stella Sheldon

    IRN KSS00014

    • (2767)CF30 Customer (9 May 2008 to 15 Nov 2010)
  • Karen Suzanne Willis

    IRN KXW00078

    • (1054)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1055)Appointed representative dealing with clients for which they require qualification (since 22 Feb 2021)
    • (1056)CF1 Director (AR) (since 30 Dec 2020)
  • Karen Walker

    IRN KXW00138

    • (504)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (505)Appointed representative dealing with clients for which they require qualification (since 25 Jan 2022)
  • Karun Roda

    IRN KXR00069

    • (2436)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Jun 2022)
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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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