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.

  • Jonathan Pearson Round

    IRN JPR01117

    • (3287)Director of firm who is not a certification employee or a SMF manager (1 Mar 2024 to 28 Feb 2026)
    • (3284)SMF3 Executive Director (9 Dec 2019 to 23 Feb 2024)
    • (3285)SMF1 Chief Executive (9 Dec 2019 to 23 Feb 2024)
    • (3283)Responsible for Insurance Mediation (19 Jul 2018 to 8 Aug 2018)
    • (3282)Responsibility for MCD Intermediation (19 Jul 2018 to 8 Aug 2018)
    • (3286)CF3 Chief Executive (19 Jun 2018 to 8 Dec 2019)
    • (3288)CF1 Director (15 Feb 2018 to 8 Dec 2019)
  • Jonathan Phillip Taylor

    IRN JPT00017

    • (2026)CF1 Director (AR) (13 Nov 2007 to 17 Jun 2011)
  • Jonathan Ralph Nightingale

    IRN JRN01022

    • (313)CF30 Customer (1 Nov 2007 to 5 Sep 2008)
    • (315)CF21 Investment Adviser (22 Jun 2006 to 31 Oct 2007)
    • (316)CF7 Sole Trader (AR) (13 Dec 2004 to 31 Jan 2007)
    • (314)CF22 Investment Adviser (Trainee) (13 Dec 2004 to 22 Jun 2006)
  • Jonathan Thorpe

    IRN JXT00001

    • (1954)CF30 Customer (4 Jan 2010 to 1 Jul 2011)
  • Jonathan White

    IRN JXW02126

    • (993)Responsible for Insurance Mediation (25 Jul 2012 to 20 Dec 2012)
    • (994)CF1 Director (10 Aug 2011 to 31 Aug 2013)
  • Jonathan Witts

    IRN JXW01755

    • (3082)CF1 Director (AR) (31 Oct 2004 to 26 Apr 2006)
  • Jonathon Warwick Bister

    IRN JWS00010

    • (2638)CF1 Director (AR) (27 May 2009 to 30 Apr 2013)
  • Jordan Andrew Batchelar

    IRN JAB01460

    • (1615)CF1 Director (AR) (24 Nov 2008 to 29 Jul 2009)
  • Jordan James William Walker

    IRN JXW00292

    • (987)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (988)Appointed representative dealing with clients for which they require qualification (since 4 Nov 2022)
    • (989)CF1 Director (AR) (since 20 Sep 2022)
  • Joseph Andrew Alcock

    IRN JAA01117

    • (1134)CF1 Director (AR) (31 Jan 2005 to 21 Nov 2013)
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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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