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.

  • Julie Taulke-Johnson

    IRN JXT01395

    • (119)CF1 Director (AR) (31 Oct 2004 to 10 Jan 2007)
  • Julie Wilson

    IRN JXW01531

    • (1934)CF1 Director (AR) (13 May 2005 to 19 Dec 2005)
  • Julie-Anne Macleod

    IRN JXM02971

    • (841)CF4 Partner (AR) (1 Dec 2011 to 27 Nov 2012)
  • Julija Cykunova

    IRN JXC00374

    • (101)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (102)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Julius Hill

    IRN JEH00028

    • (2686)CF1 Director (AR) (18 Jun 2009 to 28 Apr 2011)
  • June Caroline Miller

    IRN JCM01219

    • (875)CF1 Director (AR) (13 Nov 2006 to 20 Nov 2006)
  • June Green

    IRN JXG00187

    • (99)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (100)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Justin Borrill

    IRN JXB20432

    • (2513)CF1 Director (AR) (17 Sep 2019 to 10 Mar 2020)
  • Justin Chatfield

    IRN JXC02070

    • (911)CF1 Director (AR) (23 Aug 2006 to 31 Oct 2012)
  • Justin Damien Allitt

    IRN JDA01059

    • (835)CF1 Director (AR) (16 May 2007 to 3 Feb 2011)
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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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