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.

  • Andrea Adair

    IRN AXA01013

    • (2197)Appointed representative dealing with clients for which they require qualification (31 Jan 2024 to 8 Apr 2024)
  • Andrea Marie Davies

    IRN AMD01136

    • (919)CF1 Director (AR) (8 Dec 2006 to 14 Aug 2007)
  • Andrea Michelle Rozario

    IRN AMR01124

    • (276)CF1 Director (AR) (23 Nov 2005 to 20 Sep 2006)
  • Andrea Storey

    IRN AXS05099

    • (379)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (380)Appointed representative dealing with clients for which they require qualification (since 15 Jan 2024)
  • Andrew Alexander Lees

    IRN AXL00063

    • (2866)CF1 Director (AR) (18 Dec 2006 to 3 Apr 2008)
  • Andrew Arthur Evans

    IRN AAE00002

    • (1448)CF1 Director (AR) (2 Dec 2008 to 7 Sep 2024)
  • Andrew Auton

    IRN AXA00693

    • (1480)CF1 Director (AR) (8 Sep 2022 to 7 Nov 2024)
  • Andrew Barratt Sale

    IRN ABS00016

    • (2)CF30 Customer (20 Dec 2011 to 31 Jan 2020)
  • Andrew Beaton

    IRN AXB00433

    • (2348)Appointed representative dealing with clients for which they require qualification (28 Jan 2021 to 29 Apr 2022)
  • Andrew Birch

    IRN AXB02374

    • (3255)CF10 Compliance Oversight (11 Jun 2013 to 4 Mar 2014)
    • (3254)CF11 Money Laundering Reporting (26 Jan 2011 to 4 Mar 2014)
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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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