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 Charles Pratt

    IRN JXP00025

    • (585)CF1 Director (AR) (2 Nov 2007 to 8 Sep 2011)
  • John Christopher Bradon

    IRN JCB00054

    • (3110)CF1 Director (AR) (31 Jan 2007 to 30 Jul 2010)
  • John Christopher Grimes

    IRN JCG01095

    • (1226)CF1 Director (AR) (20 Jan 2005 to 9 Jun 2005)
  • John Christopher Stevenson

    IRN JCS01132

    • (341)CF4 Partner (AR) (12 Feb 2008 to 12 Feb 2009)
  • John Coyle

    IRN JXC01633

    • (556)CF4 Partner (AR) (31 Oct 2004 to 5 Jul 2007)
  • John Darren Ould

    IRN JDO01030

    • (695)CF1 Director (AR) (2 Jun 2008 to 19 Feb 2009)
  • John Darren Taylor

    IRN DXT01270

    • (3078)CF1 Director (AR) (11 Nov 2009 to 6 Aug 2010)
  • John Derek Washington

    IRN JDW00003

    • (3048)CF30 Customer (1 Nov 2007 to 27 Nov 2015)
    • (3050)CF7 Sole Trader (AR) (7 Sep 2004 to 31 Jan 2007)
    • (3049)CF22 Investment Adviser (Trainee) (7 Sep 2004 to 31 Oct 2007)
  • John Edmund Murphy

    IRN JEM00030

    • (910)21. Advising or arranging (bringing about) equity release transactions
    • (911)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (912)CF4 Partner (AR) (since 2 Apr 2025)
    • (914)CF1 Director (AR) (since 2 Oct 2023)
    • (913)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • John Edward Brandwood

    IRN JEB01189

    • (1095)CF4 Partner (AR) (18 Jan 2005 to 25 Aug 2006)
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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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