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.

  • Kevin John Gulwell

    IRN KJG00003

    • (2171)CF30 Customer (6 May 2009 to 28 Oct 2009)
  • Kevin John Kinsella

    IRN KJK01038

    • (1105)CF4 Partner (AR) (31 Oct 2004 to 19 Jun 2007)
  • Kevin John Whelan

    IRN KJW00028

    • (3314)CF1 Director (AR) (31 Oct 2004 to 25 Feb 2010)
  • Kevin Lake

    IRN KXL00035

    • (1900)CF30 Customer (1 Nov 2007 to 26 Oct 2012)
    • (1902)CF21 Investment Adviser (10 Aug 2006 to 31 Oct 2007)
    • (1901)CF22 Investment Adviser (Trainee) (12 Dec 2005 to 10 Aug 2006)
    • (1903)CF1 Director (AR) (12 Dec 2005 to 7 Jan 2013)
  • Kevin Martin

    IRN KXM00092

    • (2902)CF30 Customer (13 Apr 2010 to 31 Dec 2012)
  • Kevin Martin

    IRN KPM01061

    • (1637)CF1 Director (AR) (17 Oct 2008 to 31 Dec 2012)
  • Kevin Michael Stelfox

    IRN KMS00010

    • (830)CF2 Non Executive Director (AR) (20 Nov 2008 to 11 Nov 2009)
    • (831)CF1 Director (AR) (26 Oct 2007 to 23 Nov 2009)
  • Kevin Miller

    IRN KXM00016

    • (432)CF1 Director (AR) (7 Aug 2008 to 26 Jan 2009)
  • Kevin Owen Owen

    IRN KOO01000

    • (924)CF1 Director (AR) (3 May 2006 to 2 Jul 2007)
  • Kevin Patrick Clancy

    IRN KPC00005

    • (388)CF30 Customer (1 Nov 2007 to 26 Mar 2014)
    • (389)CF22 Investment Adviser (Trainee) (18 Apr 2006 to 31 Oct 2007)
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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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