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.

  • Ian Thomas Charles Noyce

    IRN ITN01002

    • (907)CF1 Director (AR) (15 Sep 2006 to 19 Feb 2008)
  • Ian William Blair

    IRN IWB00006

    • (477)CF30 Customer (1 Nov 2007 to 21 Jan 2008)
    • (478)CF22 Investment Adviser (Trainee) (16 Oct 2006 to 31 Oct 2007)
  • Ian William Thompson

    IRN IWT00003

    • (879)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (880)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (881)CF1 Director (AR) (since 16 Oct 2008)
  • Ignatius Burns

    IRN GXB01553

    • (810)CF4 Partner (AR) (31 Oct 2004 to 7 Jul 2008)
  • Ilyas Suleman Patel

    IRN ISP00006

    • (150)CF1 Director (AR) (2 Apr 2015 to 8 Mar 2016)
  • Imran Hafeez

    IRN IXH00054

    • (3104)Appointed representative dealing with clients for which they require qualification (14 Dec 2020 to 23 Jan 2023)
  • Imran Mustafa

    IRN IXM00083

    • (35)CF1 Director (AR) (since 21 Mar 2022)
    • (1458)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Jul 2020)
  • Imran Sheikh

    IRN IXS01517

    • (566)CF1 Director (AR) (14 Apr 2015 to 25 Sep 2015)
  • Inderjit Kular

    IRN IXK21648

    • (1150)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1151)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1152)CF1 Director (AR) (since 10 Oct 2019)
  • India Summer Mustafa

    IRN IXM00292

    • (393)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (394)Appointed representative dealing with clients for which they require qualification (since 17 Nov 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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