Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
5 days ago

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    3700
    Birmingham Business Park
    Birmingham
    West Midlands
    B37 7YT
    UNITED KINGDOM
    Phone
    +443303030237
    Web
    https://www.primis.co.uk

  • Complaints Contact

    3700
    Birmingham Business Park
    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

  • 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 Retail (Non-Investment Insurance), Commercial, 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.

  • Micheal Howard Griffiths

    IRN MHG00007

    • (2851)CF30 Customer (1 Nov 2007 to 11 Jun 2009)
    • (2852)CF22 Investment Adviser (Trainee) (25 Nov 2004 to 31 Oct 2007)
  • Michelle Charlesworth

    IRN MXC02184

    • (452)CF4 Partner (AR) (18 May 2009 to 20 Oct 2010)
  • Michelle Devine

    IRN MXD00186

    • (996)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (998)CF1 Director (AR) (since 24 Oct 2022)
    • (997)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Michelle Doherty

    IRN MXD26474

    • (2756)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Jan 2020)
  • Michelle Freeman

    IRN MXF00112

    • (749)Appointed representative dealing with clients for which they require qualification (16 Jan 2020 to 14 Nov 2020)
  • Michelle Hamilton-Smith

    IRN MXH00671

    • (447)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (448)Appointed representative dealing with clients for which they require qualification (since 12 Nov 2021)
  • Michelle Jane Cresswell

    IRN MJC01486

    • (975)CF2 Non Executive Director (AR) (10 Feb 2006 to 14 Jan 2010)
  • Michelle Lee Wealleans

    IRN MLW01057

    • (1665)CF4 Partner (AR) (11 Jan 2007 to 21 May 2010)
  • Michelle Olivia Heard

    IRN MOH01004

    • (798)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (799)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (800)CF1 Director (AR) (since 23 May 2016)
  • Michelle Shilliam

    IRN MXH02030

    • (1629)CF4 Partner (AR) (24 Jun 2008 to 28 Jan 2009)
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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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