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.

  • Alexander Hainsby

    IRN AXH00503

    • (3079)Appointed representative dealing with clients for which they require qualification (5 Apr 2023 to 6 Oct 2025)
  • Alexander Hayes

    IRN AXH00265

    • (1035)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1036)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Alexander Ryan Barrett

    IRN AXB00946

    • (2248)Appointed representative dealing with clients for which they require qualification (5 Jun 2025 to 9 Apr 2026)
  • Alexander Simon Brincat

    IRN ASB01129

    • (878)CF30 Customer (29 Jul 2008 to 17 Feb 2009)
    • (879)CF1 Director (AR) (20 Feb 2007 to 17 Feb 2009)
  • Alexander Stewart Mackay

    IRN ASM00010

    • (1884)CF1 Director (AR) (2 Apr 2008 to 8 Jan 2009)
    • (1883)CF30 Customer (2 Apr 2008 to 8 Jan 2009)
  • Alexander Sunderland

    IRN AXS02624

    • (535)CF2 Non Executive Director (AR) (20 Apr 2009 to 1 Apr 2013)
  • Alexandra Claire Knight

    IRN ACK01037

    • (132)CF2 Non Executive Director (AR) (13 Nov 2009 to 7 Nov 2012)
  • Alexandra Osman

    IRN AXO00135

    • (2277)Appointed representative dealing with clients for which they require qualification (23 Aug 2021 to 24 Mar 2022)
  • Alexia Skelly

    IRN AXS01188

    • (427)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (428)Appointed representative dealing with clients for which they require qualification (since 15 Jul 2022)
  • Alfie James Potter

    IRN AXP00581

    • (443)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (444)Appointed representative dealing with clients for which they require qualification (since 24 Mar 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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