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.

  • Kashif Javaid

    IRN KXJ00067

    • (2659)Appointed representative dealing with clients for which they require qualification (21 Jan 2021 to 28 Feb 2025)
  • Kasim Malik Khalil

    IRN KMK01014

    • (731)CF1 Director (AR) (10 Dec 2007 to 29 Jun 2010)
  • Katarina Herman

    IRN KXH00247

    • (469)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (470)Appointed representative dealing with clients for which they require qualification (since 20 Jul 2021)
  • Kate Banks-Davies

    IRN KXB00135

    • (180)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (181)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Kate Elizabeth Ashton

    IRN KER01023

    • (1593)[FCA CF] Significant management (21 May 2024 to 17 Nov 2025)
  • Katharine Taylor

    IRN KXT00066

    • (2426)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 Apr 2026)
  • Katherine Hannaford

    IRN KXH00114

    • (2377)Appointed representative dealing with clients for which they require qualification (6 Jul 2020 to 22 Aug 2020)
  • Katherine Mary Nind

    IRN KMN01029

    • (1018)CF1 Director (AR) (11 Mar 2005 to 21 Jun 2005)
  • Katherine Sarah Young

    IRN KSG00011

    • (727)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (728)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (729)CF1 Director (AR) (since 15 Feb 2006)
    • (3172)CF30 Customer (17 Sep 2008 to 29 Mar 2018)
    • (3173)CF22 Investment Adviser (Trainee) (21 Dec 2004 to 20 Feb 2006)
  • Kathleen Susan Ruscoe

    IRN KSR00007

    • (1767)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Apr 2021)
    • (1768)CF1 Director (AR) (1 Dec 2008 to 9 Apr 2021)
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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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