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 Michael Harris

    IRN IMH00010

    • (586)CF1 Director (AR) (6 Mar 2012 to 29 Nov 2013)
  • Ian Michael Sweet

    IRN IMS01066

    • (3331)CF1 Director (AR) (1 Apr 2016 to 30 Sep 2016)
  • Ian Morley

    IRN IDM01059

    • (1397)CF1 Director (AR) (1 Sep 2011 to 26 Aug 2016)
    • (1396)CF4 Partner (AR) (15 May 2007 to 17 Nov 2008)
  • Ian Paul Rosser

    IRN IPR01017

    • (2582)CF30 Customer (20 Aug 2008 to 27 Nov 2012)
    • (2583)CF1 Director (AR) (15 Jun 2006 to 30 Sep 2013)
  • Ian Richard Wilson

    IRN IRW01040

    • (2806)CF2 Non Executive Director (AR) (9 Apr 2009 to 6 Nov 2009)
    • (2807)CF1 Director (AR) (29 Sep 2005 to 11 Feb 2010)
  • Ian Robert Stuart Seabrook

    IRN IXS00049

    • (949)CF30 Customer (13 Nov 2007 to 18 Jul 2008)
  • Ian Sheffield

    IRN IXS00053

    • (910)CF1 Director (AR) (31 Oct 2004 to 5 Apr 2006)
  • Ian Stephen Fleetwood Smith

    IRN ISS00005

    • (2942)CF30 Customer (1 Nov 2007 to 8 Oct 2010)
    • (2944)CF21 Investment Adviser (16 Mar 2006 to 31 Oct 2007)
    • (2945)CF1 Director (AR) (31 Oct 2004 to 8 Oct 2010)
    • (2943)CF22 Investment Adviser (Trainee) (28 Oct 2004 to 16 Mar 2006)
  • Ian Steven Langley

    IRN ISL01014

    • (1245)CF1 Director (AR) (4 Jul 2005 to 27 Sep 2016)
  • Ian Stewart James

    IRN ISJ00004

    • (1948)CF30 Customer (1 Nov 2007 to 31 Oct 2012)
    • (1949)CF22 Investment Adviser (Trainee) (24 Aug 2006 to 31 Oct 2007)
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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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