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 Bowie Arnott

    IRN JBA00012

    • (397)CF1 Director (AR) (10 May 2006 to 24 Jun 2010)
  • James Cave

    IRN JXC00375

    • (2394)Appointed representative dealing with clients for which they require qualification (7 Jul 2020 to 15 Aug 2025)
  • James Charles Donohue

    IRN JCD01094

    • (257)CF1 Director (AR) (24 Mar 2005 to 2 Aug 2010)
  • James Christian Hulme

    IRN JCH00044

    • (793)CF1 Director (AR) (since 13 Feb 2023)
  • James David Coldicott

    IRN JDC00052

    • (1392)CF30 Customer (1 Nov 2007 to 2 Jul 2009)
    • (1394)CF1 Director (AR) (26 Aug 2005 to 2 Jul 2009)
    • (1393)CF22 Investment Adviser (Trainee) (26 Aug 2005 to 31 Oct 2007)
  • James Derek Martin Browne

    IRN JDB00039

    • (425)CF30 Customer (1 Nov 2007 to 31 Dec 2010)
    • (427)CF21 Investment Adviser (27 May 2005 to 31 Oct 2007)
    • (426)CF22 Investment Adviser (Trainee) (27 Mar 2003 to 27 May 2005)
  • James Edward Evans

    IRN JXE00184

    • (2256)Appointed representative dealing with clients for which they require qualification (1 Dec 2021 to 25 May 2023)
  • James Edward George Smith

    IRN JXS00365

    • (3176)Appointed representative dealing with clients for which they require qualification (14 Jan 2020 to 30 Jun 2022)
  • James Edward Prophett

    IRN JEP00006

    • (692)CF1 Director (AR) (3 Jun 2008 to 14 Dec 2009)
  • James Elliott

    IRN JXE00086

    • (168)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (169)Appointed representative dealing with clients for which they require qualification (since 16 Dec 2019)
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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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