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 Norman Murray

    IRN JNM01060

    • (305)CF1 Director (AR) (12 Dec 2005 to 30 Jan 2009)
  • John Oswald Chrisp

    IRN JOC01016

    • (1287)CF1 Director (AR) (21 Feb 2007 to 17 Jun 2010)
  • John Palethorpe

    IRN JGP01054

    • (3334)CF30 Customer (6 Aug 2009 to 25 Aug 2009)
  • John Peart

    IRN JXP00076

    • (2679)CF30 Customer (18 Jun 2009 to 25 Nov 2009)
    • (2680)CF1 Director (AR) (2 Feb 2007 to 31 Dec 2010)
  • John Peter Lawton

    IRN JPL00016

    • (1258)CF4 Partner (AR) (31 Oct 2004 to 5 Dec 2006)
  • John Philippe Fabri

    IRN JPF00010

    • (2083)CF1 Director (AR) (16 Nov 2005 to 28 Feb 2013)
  • John Porter

    IRN JXP00040

    • (2860)CF4 Partner (AR) (1 Apr 2010 to 1 Apr 2013)
    • (2857)CF30 Customer (1 Nov 2007 to 31 Dec 2012)
    • (2861)CF1 Director (AR) (18 Jan 2006 to 31 Mar 2010)
    • (2859)CF7 Sole Trader (AR) (7 Mar 2005 to 18 Jan 2006)
    • (2858)CF22 Investment Adviser (Trainee) (7 Mar 2005 to 31 Oct 2007)
  • John Raymond Hall

    IRN JRH01211

    • (979)CF1 Director (AR) (8 Feb 2006 to 21 Jul 2008)
  • John Richard Robinson

    IRN JRR00013

    • (2589)CF1 Director (AR) (19 Apr 2005 to 7 Apr 2014)
  • John Richard Wilson

    IRN JRW01213

    • (1012)CF1 Director (AR) (17 Mar 2005 to 6 Feb 2008)
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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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