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.

  • Jane Lillian Jones

    IRN JLJ01024

    • (221)CF4 Partner (AR) (26 Oct 2010 to 3 Feb 2011)
    • (222)CF1 Director (AR) (16 May 2007 to 3 Feb 2011)
  • Jane Mary Farrell

    IRN JMF01116

    • (1142)CF2 Non Executive Director (AR) (27 Oct 2008 to 28 Apr 2011)
  • Jane North

    IRN JXS00364

    • (87)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (86)21. Advising or arranging (bringing about) equity release transactions
    • (88)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Janet Anne Evelyn Barrett-Treen

    IRN JAB01368

    • (16)CF1 Director (AR) (31 Oct 2004 to 27 Feb 2006)
  • Janet Elizabeth Howell

    IRN JXH01879

    • (3)CF1 Director (AR) (10 Oct 2007 to 13 Jul 2009)
  • Janet Hazel Colgan

    IRN JHC01127

    • (196)CF1 Director (AR) (2 Nov 2011 to 30 Apr 2013)
  • Janine Fisher

    IRN JXF00197

    • (2317)Appointed representative dealing with clients for which they require qualification (10 Mar 2021 to 2 May 2023)
  • Jared Cadman

    IRN JXC11045

    • (2522)Appointed representative dealing with clients for which they require qualification (9 Apr 2020 to 2 Sep 2022)
    • (2523)CF1 Director (AR) (31 Jan 2019 to 2 Sep 2022)
  • Jason Adcock

    IRN AXJ01254

    • (59)CF1 Director (AR) (27 Jun 2005 to 19 Dec 2007)
  • Jason Andrew Williams

    IRN JAW00047

    • (753)CF30 Customer (7 May 2008 to 17 Jul 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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