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.

  • Jemma Melissa Sheasby

    IRN JMS01453

    • (616)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (615)21. Advising or arranging (bringing about) equity release transactions
    • (617)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (618)CF1 Director (AR) (since 21 May 2013)
  • Jennifer Brady

    IRN JXB02130

    • (1155)CF1 Director (AR) (15 Dec 2004 to 20 Oct 2005)
  • Jennifer Dodineton Harvey

    IRN JDH01152

    • (331)CF1 Director (AR) (5 Jan 2006 to 7 Dec 2006)
  • Jennifer Florence Gibbon

    IRN JFS00029

    • (896)CF21 Investment Adviser (24 Jan 2006 to 19 Apr 2006)
    • (895)CF22 Investment Adviser (Trainee) (9 Nov 2004 to 24 Jan 2006)
  • Jennifer Howl

    IRN JXR00019

    • (1867)CF30 Customer (25 Jan 2010 to 31 Dec 2012)
  • Jennifer Katherine Williamson

    IRN JKW01063

    • (795)CF1 Director (AR) (16 Jul 2007 to 31 Mar 2008)
  • Jennifer Louise Grossmith

    IRN JLG00006

    • (2166)CF30 Customer (1 Nov 2007 to 15 Sep 2008)
    • (2167)CF22 Investment Adviser (Trainee) (26 Oct 2007 to 31 Oct 2007)
  • Jennifer Parkin

    IRN JXP00918

    • (2196)Appointed representative dealing with clients for which they require qualification (12 Feb 2024 to 31 Oct 2025)
  • Jenny Middleburg

    IRN JXM00497

    • (2333)Appointed representative dealing with clients for which they require qualification (26 Aug 2022 to 10 Jan 2026)
    • (2334)CF1 Director (AR) (15 Jun 2022 to 12 Jan 2026)
  • Jeremy Kenneth Charles Crane

    IRN JKC00007

    • (275)CF30 Customer (22 Feb 2012 to 30 Nov 2012)
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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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