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.

  • Jamie Faulkner

    IRN JXF00570

    • (387)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (388)Appointed representative dealing with clients for which they require qualification (since 23 Sep 2025)
  • Jamie Ho Wen Li Chapple

    IRN JHC01116

    • (751)CF1 Director (AR) (14 Nov 2007 to 22 Oct 2008)
  • Jamie Johny

    IRN JXJ00077

    • (2448)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Sep 2024)
  • Jamie Jon Tarr

    IRN JJT01051

    • (609)CF2 Non Executive Director (AR) (19 May 2009 to 12 Jan 2011)
  • Jamie Jonathan Lewis

    IRN JJL01076

    • (2702)CF1 Director (AR) (18 Jun 2012 to 31 Jul 2013)
  • Jamie Parker

    IRN JXP01273

    • (320)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (321)Appointed representative dealing with clients for which they require qualification (since 13 Jan 2026)
  • Jamie Parker

    IRN JXP01302

    • (318)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (319)Appointed representative dealing with clients for which they require qualification (since 30 Jan 2026)
  • Jamie Paul Rowe

    IRN JPR01145

    • (87)CF4 Partner (AR) (25 Jan 2010 to 17 Jan 2013)
  • Jamie Round

    IRN JXR00207

    • (2405)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Sep 2021)
  • Jamie Stuart Martin-Boulton

    IRN JXM00319

    • (1052)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1053)Appointed representative dealing with clients for which they require qualification (since 22 Feb 2021)
    • (2711)CF1 Director (AR) (8 Jan 2021 to 2 Jun 2023)
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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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