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.

  • Ajay Kumar Sharma

    IRN AKS01074

    • (1694)CF1 Director (AR) (28 Sep 2007 to 16 Jul 2008)
  • Ajaykumar Hemraj Chandarana

    IRN AXC00292

    • (2353)Appointed representative dealing with clients for which they require qualification (1 Mar 2021 to 5 Oct 2022)
  • Akash Roda

    IRN AXR18282

    • (3160)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Jun 2022)
    • (3161)CF1 Director (AR) (19 Sep 2019 to 24 Jun 2022)
  • Akhtarul Islam Choudhury

    IRN AIC00007

    • (1869)CF30 Customer (10 Mar 2010 to 7 Mar 2011)
  • Akshay Shah

    IRN AXS00643

    • (957)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (958)Appointed representative dealing with clients for which they require qualification (since 21 Feb 2022)
    • (959)CF1 Director (AR) (since 14 Jan 2022)
  • Alan Albert Thorner

    IRN AAT01021

    • (54)CF1 Director (AR) (6 Feb 2009 to 31 Dec 2012)
  • Alan Anthony Knowles

    IRN AAK01091

    • (3325)CF1 Director (AR) (17 Jun 2013 to 31 Aug 2016)
  • Alan Anthony Woodward

    IRN AXW01827

    • (62)CF1 Director (AR) (21 May 2010 to 15 Apr 2013)
  • Alan Bateson

    IRN AXB00833

    • (2282)Appointed representative dealing with clients for which they require qualification (16 Aug 2021 to 2 Dec 2024)
  • Alan Blakemore

    IRN AXB00130

    • (1085)Appointed representative dealing with clients for which they require qualification (13 Mar 2020 to 11 May 2020)
    • (1084)CF30 Customer (3 Jun 2009 to 5 Oct 2010)
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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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