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.

  • Jez Nijjar

    IRN JXN00241

    • (2218)Appointed representative dealing with clients for which they require qualification (15 Nov 2022 to 6 Jun 2023)
  • Jill Alison Turner

    IRN JAT00019

    • (2960)CF30 Customer (2 Mar 2010 to 31 Dec 2010)
  • Jill Barras

    IRN JXB00014

    • (20)CF1 Director (AR) (24 Aug 2007 to 26 Feb 2010)
  • Jill Patricia Dixon

    IRN JPD01161

    • (3367)CF4 Partner (AR) (21 Sep 2010 to 17 Jan 2013)
  • Jill Shirley Pullin

    IRN JXP00144

    • (541)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (540)21. Advising or arranging (bringing about) equity release transactions
    • (542)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Jill-Marie Jeffries

    IRN JMJ00003

    • (41)CF1 Director (AR) (since 26 Jun 2015)
    • (1520)CF4 Partner (AR) (31 Oct 2004 to 20 May 2015)
  • Joachim Claufice Ursene Mouanda

    IRN JXM00814

    • (3158)Appointed representative dealing with clients for which they require qualification (1 Feb 2023 to 5 Nov 2024)
  • Joan Mary Peck

    IRN JMP01217

    • (271)CF2 Non Executive Director (AR) (6 Jul 2009 to 31 Mar 2016)
  • Joan Murphy

    IRN JXM02368

    • (987)CF2 Non Executive Director (AR) (26 May 2011 to 17 Jul 2017)
    • (988)CF1 Director (AR) (13 Sep 2005 to 12 May 2011)
  • Joan Willans

    IRN JXW00277

    • (2379)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Oct 2020)
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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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