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.

  • John Grierson Breakell

    IRN JGB00033

    • (3105)CF30 Customer (9 Feb 2009 to 31 Mar 2011)
  • John Harvey

    IRN JXH00216

    • (1067)CF1 Director (AR) (13 Oct 2005 to 7 Dec 2006)
    • (1066)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 24 Apr 2003)
  • John Hogg

    IRN JXH01928

    • (1033)CF4 Partner (AR) (8 Feb 2005 to 26 Mar 2007)
  • John Holmes

    IRN JXH01869

    • (1286)CF4 Partner (AR) (31 Oct 2004 to 31 Dec 2009)
  • John Ian Cameron

    IRN JIC00011

    • (386)CF4 Partner (AR) (19 Jul 2005 to 15 May 2012)
  • John James Coutts

    IRN JXC00463

    • (2321)Appointed representative dealing with clients for which they require qualification (24 Aug 2022 to 9 Apr 2024)
    • (2322)CF1 Director (AR) (9 Aug 2022 to 26 Jul 2024)
  • John James West

    IRN JJW00006

    • (2134)CF1 Director (AR) (4 Nov 2010 to 29 Jun 2015)
  • John Johnstone

    IRN JXJ01134

    • (1349)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Feb 2022)
    • (1350)CF1 Director (AR) (15 Sep 2009 to 7 Nov 2025)
  • John Joseph Hall

    IRN JJH00015

    • (3039)CF30 Customer (1 Nov 2007 to 1 Feb 2008)
    • (3041)CF21 Investment Adviser (17 Sep 2007 to 31 Oct 2007)
    • (3042)CF1 Director (AR) (15 May 2006 to 1 Feb 2008)
    • (3040)CF22 Investment Adviser (Trainee) (15 May 2006 to 17 Sep 2007)
  • John Joseph McNally

    IRN JJM01224

    • (1660)CF30 Customer (25 Nov 2010 to 31 Oct 2012)
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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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