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.

  • Helen Dean

    IRN HXD00052

    • (969)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (970)Appointed representative dealing with clients for which they require qualification (since 13 Nov 2023)
    • (971)CF1 Director (AR) (since 6 Apr 2021)
  • Helen Jane Roberts

    IRN HJR01029

    • (750)CF1 Director (AR) (3 Jan 2008 to 9 Dec 2010)
  • Helen Louise Brandon-Snell

    IRN HLB01020

    • (2726)CF1 Director (AR) (15 May 2020 to 19 Jun 2020)
  • Helen Mackay

    IRN HXM00086

    • (89)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (90)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Helen Martin

    IRN HXG01152

    • (1176)SMF17 Money Laundering Reporting Officer (MLRO) (since 2 Jun 2023)
    • (1178)SMF4 Chief Risk (since 2 Jun 2023)
    • (1177)SMF16 Compliance Oversight (since 2 Jun 2023)
    • (3259)CF10 Compliance Oversight (3 Mar 2014 to 30 Jun 2014)
    • (3258)CF11 Money Laundering Reporting (28 Feb 2011 to 11 May 2011)
    • (3257)CF28 Systems and controls (1 Jun 2009 to 5 Oct 2012)
    • (3260)CF1 Director (5 Aug 2008 to 27 Oct 2014)
  • Helen Mary Wilkes

    IRN HMJ01015

    • (889)CF22 Investment Adviser (Trainee) (21 Dec 2005 to 24 Aug 2006)
    • (890)CF7 Sole Trader (AR) (21 Dec 2005 to 31 Jan 2007)
  • Helen Nancy Burgess

    IRN HNB01001

    • (1051)CF1 Director (AR) (15 Apr 2005 to 7 Apr 2014)
  • Helen Victoria Baker

    IRN HVB01002

    • (2744)CF1 Director (AR) (16 Oct 2015 to 14 Aug 2020)
    • (2743)CF4 Partner (AR) (25 Mar 2009 to 7 Nov 2012)
  • Helena Davies

    IRN HXD14675

    • (2515)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 May 2024)
    • (2516)CF1 Director (AR) (13 May 2019 to 11 May 2024)
  • Hellier, Angela

    IRN HXA01665

    • (307)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (308)Appointed representative dealing with clients for which they require qualification (since 6 May 2022)
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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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