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.

  • Adam Abraham Kaplan

    IRN AAK01087

    • (799)CF1 Director (AR) (20 Aug 2012 to 31 Dec 2012)
  • Adam Blyth

    IRN AXB00418

    • (2383)Appointed representative dealing with clients for which they require qualification (19 Oct 2020 to 10 Dec 2022)
  • Adam Bolland

    IRN AXB00415

    • (78)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (79)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Adam Charles Benson

    IRN ACB01153

    • (187)CF30 Customer (1 Nov 2007 to 12 Dec 2008)
    • (188)CF22 Investment Adviser (Trainee) (26 Oct 2007 to 31 Oct 2007)
  • Adam Cummins

    IRN AXC00319

    • (1446)CF1 Director (AR) (10 Mar 2021 to 31 Oct 2022)
  • Adam Derek Webb

    IRN ADW01130

    • (1634)CF30 Customer (3 Dec 2007 to 26 Jul 2013)
  • Adam Evans

    IRN AXE00261

    • (361)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (362)Appointed representative dealing with clients for which they require qualification (since 11 Nov 2025)
    • (2186)Appointed representative dealing with clients for which they require qualification (26 Feb 2025 to 15 Jul 2025)
  • Adam Goddard

    IRN APG01128

    • (1538)Appointed representative dealing with clients for which they require qualification (12 Dec 2019 to 6 Aug 2020)
    • (1539)CF1 Director (AR) (6 Dec 2019 to 6 Aug 2020)
  • Adam Hall

    IRN AXH00613

    • (2261)Appointed representative dealing with clients for which they require qualification (23 Nov 2021 to 6 Oct 2023)
  • Adam Joseph Tarr

    IRN AJT01248

    • (2891)CF1 Director (AR) (28 May 2010 to 17 Jul 2013)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Show more

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

Show more