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.

  • James Lee Mortimer

    IRN JXM02214

    • (45)CF30 Customer (1 Nov 2007 to 31 Mar 2008)
    • (46)CF22 Investment Adviser (Trainee) (29 Jun 2006 to 31 Oct 2007)
    • (47)CF1 Director (AR) (12 Oct 2005 to 31 Mar 2008)
  • James Llewellyn Miles Morgan

    IRN JLM01099

    • (346)CF4 Partner (AR) (28 Feb 2008 to 12 Feb 2009)
  • James Michael John Rank

    IRN JMR01192

    • (705)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (706)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (707)CF1 Director (AR) (since 15 May 2006)
  • James Michael Over

    IRN JMO01078

    • (1586)CF30 Customer (6 Dec 2011 to 19 Oct 2012)
  • James Morris Nunn

    IRN JMN00014

    • (289)CF30 Customer (18 Feb 2009 to 5 Aug 2013)
    • (290)CF1 Director (AR) (18 Feb 2009 to 26 Feb 2018)
  • James Mulder

    IRN JXM03063

    • (371)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (372)Appointed representative dealing with clients for which they require qualification (since 26 Mar 2024)
  • James Nicholas Meakin

    IRN JNM01062

    • (1674)CF30 Customer (30 May 2012 to 31 Dec 2012)
  • James Nicholas Winton

    IRN JNW01026

    • (825)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (826)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (827)CF1 Director (AR) (since 6 Jul 2012)
  • James O'Dwyer

    IRN JXO00113

    • (488)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (489)Appointed representative dealing with clients for which they require qualification (since 19 Apr 2021)
  • James Paul Best

    IRN JPB01220

    • (3061)CF30 Customer (14 Oct 2011 to 24 Aug 2012)
    • (3062)CF1 Director (AR) (14 Oct 2011 to 26 Mar 2013)
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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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