Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
3 weeks ago
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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.

  • Jacqueline Hohol

    IRN JXH00338

    • (2422)Appointed representative dealing with clients for which they require qualification (1 Jun 2020 to 17 Feb 2024)
  • Jacqueline Pike

    IRN JXP00221

    • (2362)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 May 2020)
  • Jade Neal

    IRN JXN09884

    • (2524)Appointed representative dealing with clients for which they require qualification (18 Feb 2021 to 15 Jun 2023)
    • (2525)CF1 Director (AR) (3 Jan 2019 to 15 Jun 2023)
  • Jagdeep Jhumat

    IRN JXJ00123

    • (960)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (961)Appointed representative dealing with clients for which they require qualification (since 14 Apr 2022)
  • Jagdish Amalsadia

    IRN JXA00066

    • (2773)CF4 Partner (AR) (31 Oct 2004 to 21 Jan 2009)
  • Jaime McHugh

    IRN JXM04240

    • (936)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (937)Appointed representative dealing with clients for which they require qualification (since 26 Sep 2025)
    • (938)CF1 Director (AR) (since 14 Aug 2025)
  • Jaimee-Marie Oakley

    IRN JXO00163

    • (441)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (442)Appointed representative dealing with clients for which they require qualification (since 1 Mar 2022)
  • Jake Robert Collins

    IRN JXC00515

    • (1307)Appointed representative dealing with clients for which they require qualification (19 Oct 2022 to 24 Feb 2025)
    • (1308)CF1 Director (AR) (14 Sep 2022 to 24 Feb 2025)
  • James Alan Barker

    IRN JAB01501

    • (1519)CF1 Director (AR) (5 Oct 2010 to 30 Jun 2014)
  • James Alan Campbell

    IRN JAC01312

    • (1755)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Sep 2023)
    • (1756)CF1 Director (AR) (21 Mar 2019 to 15 Sep 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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