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 Anthony Symmonds

    IRN IAS01066

    • (2701)CF1 Director (AR) (20 Aug 2009 to 31 May 2016)
  • Ian Armstrong

    IRN IXA00009

    • (961)Appointed representative dealing with clients for which they require qualification (20 Dec 2019 to 20 Mar 2020)
  • Ian Charles Hubbard

    IRN ICH00006

    • (248)CF30 Customer (1 Nov 2007 to 17 Dec 2012)
    • (249)CF22 Investment Adviser (Trainee) (30 May 2007 to 31 Oct 2007)
    • (250)CF1 Director (AR) (30 May 2007 to 17 Dec 2012)
  • Ian Christopher Loveless

    IRN ICL00009

    • (3060)CF1 Director (AR) (6 Nov 2012 to 30 Sep 2013)
    • (3059)CF30 Customer (10 Nov 2011 to 30 Sep 2013)
  • Ian Crossley Miller

    IRN ICM01038

    • (926)CF1 Director (AR) (5 Feb 2007 to 2 Jun 2008)
  • Ian David Lambert

    IRN IDL00005

    • (1862)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Jul 2024)
    • (1863)CF1 Director (AR) (14 Aug 2019 to 19 Jul 2024)
  • Ian David Ratcliffe

    IRN IDR00008

    • (922)CF30 Customer (18 Nov 2009 to 9 Jul 2010)
  • Ian David Smith

    IRN IDS01043

    • (1242)CF1 Director (AR) (14 Jan 2005 to 21 Apr 2005)
  • Ian Dennis Lewin

    IRN IDL01029

    • (672)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (673)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (674)CF1 Director (AR) (since 25 Jan 2008)
  • Ian Driscoll

    IRN IMD00012

    • (371)CF1 Director (AR) (31 Oct 2004 to 12 Nov 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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