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.

  • MD Mansurul Karim

    IRN MXK00621

    • (2213)Appointed representative dealing with clients for which they require qualification (3 Jun 2024 to 31 Oct 2024)
  • Madeleine Claire Stinson

    IRN MCS01117

    • (1032)CF1 Director (AR) (18 Feb 2005 to 7 Feb 2007)
  • Madelene Rebecca Turner

    IRN MRT00014

    • (1939)Appointed representative dealing with clients for which they require qualification (11 Jan 2022 to 31 May 2024)
  • Magda Kujawska

    IRN MXK00178

    • (2386)Appointed representative dealing with clients for which they require qualification (2 Dec 2020 to 31 Dec 2025)
  • Maggie Nobbs

    IRN MRN01030

    • (1697)CF1 Director (AR) (9 Dec 2005 to 7 Jan 2013)
  • Malcolm Alexander Davidson

    IRN MXD01410

    • (3368)CF1 Director (AR) (30 Mar 2010 to 28 Nov 2014)
  • Malcolm Dale Ward

    IRN MDW00022

    • (2047)CF30 Customer (26 Jun 2008 to 2 Mar 2009)
  • Malcolm Davies

    IRN MXD00035

    • (631)CF30 Customer (1 Nov 2007 to 7 Sep 2009)
    • (632)CF22 Investment Adviser (Trainee) (29 Apr 2005 to 31 Oct 2007)
    • (633)CF1 Director (AR) (31 Oct 2004 to 13 Feb 2012)
  • Malcolm Dudley William Lacey

    IRN MDL01076

    • (1086)CF30 Customer (1 Nov 2007 to 10 Apr 2008)
    • (1088)CF4 Partner (AR) (8 Jan 2007 to 21 Apr 2008)
    • (1087)CF22 Investment Adviser (Trainee) (8 Jan 2007 to 31 Oct 2007)
  • Malcolm Edwards Desmond

    IRN MED01055

    • (34)CF1 Director (AR) (31 Oct 2004 to 13 Aug 2009)
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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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