Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
3 days ago

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    3700
    Birmingham Business Park
    Birmingham
    West Midlands
    B37 7YT
    UNITED KINGDOM
    Phone
    +443303030237
    Web
    https://www.primis.co.uk

  • Complaints Contact

    3700
    Birmingham Business Park
    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

  • 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 Retail (Non-Investment Insurance), Commercial, 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.

  • Mark Graham Steele

    IRN MGS01104

    • (1208)CF1 Director (AR) (31 Oct 2004 to 19 Dec 2006)
  • Mark Gregory

    IRN MXG00024

    • (3001)CF30 Customer (1 Nov 2007 to 8 Jun 2008)
    • (3002)CF22 Investment Adviser (Trainee) (24 Oct 2007 to 31 Oct 2007)
    • (3003)CF1 Director (AR) (24 Oct 2007 to 18 Apr 2008)
  • Mark Hadfield

    IRN MXH00319

    • (2409)CF1 Director (AR) (9 Jun 2021 to 25 Feb 2022)
    • (2408)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Sep 2024)
  • Mark Hood

    IRN MXH00321

    • (48)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (49)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Mark Ian Canning

    IRN MXC01859

    • (1167)CF1 Director (AR) (31 Oct 2004 to 15 May 2009)
  • Mark Ian Gee

    IRN MIG00002

    • (3214)CF1 Director (AR) (10 Mar 2008 to 16 Aug 2012)
  • Mark John Gelder

    IRN MJG00067

    • (3142)CF1 Director (AR) (3 Mar 2005 to 31 Jan 2014)
  • Mark John Meads

    IRN MJM01569

    • (1146)21. Advising or arranging (bringing about) equity release transactions
    • (1147)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1148)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1149)CF1 Director (AR) (since 8 Dec 2017)
  • Mark John Pickman

    IRN MJP00032

    • (2670)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Feb 2020)
    • (2668)CF30 Customer (1 Nov 2007 to 31 Oct 2012)
    • (2671)CF1 Director (AR) (30 Nov 2006 to 18 Feb 2020)
    • (2669)CF22 Investment Adviser (Trainee) (30 Nov 2006 to 31 Oct 2007)
  • Mark Jonathan Twelftree

    IRN MJT01144

    • (1940)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Dec 2025)
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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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