Personal Touch Financial Services Limited

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

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    3700
    Birmingham Business Park
    Birmingham
    West Midlands
    B37 7YT
    UNITED KINGDOM
    Phone
    +443303030237
    Web
    https://www.primis.co.uk

  • Complaints Contact

    3700
    Birmingham Business Park
    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

  • 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 Retail (Non-Investment Insurance), Commercial, 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.

  • Matthew Ian Williams

    IRN MIW01026

    • (2699)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Nov 2025)
    • (2700)CF1 Director (AR) (31 Mar 2017 to 4 Feb 2026)
  • Matthew James Binks

    IRN MJB01620

    • (2688)CF1 Director (AR) (9 Nov 2007 to 4 Nov 2014)
  • Matthew James Hurren

    IRN MXH00377

    • (2336)Appointed representative dealing with clients for which they require qualification (3 Jul 2023 to 10 Mar 2026)
    • (2337)CF1 Director (AR) (4 Jan 2023 to 10 Mar 2026)
  • Matthew James Rogerson

    IRN MJR01296

    • (1081)CF1 Director (AR) (27 Apr 2005 to 19 Jul 2006)
  • Matthew John Curley

    IRN MJC01605

    • (828)CF1 Director (AR) (14 Dec 2011 to 19 Feb 2014)
  • Matthew John Curzon

    IRN MJC01401

    • (757)CF1 Director (AR) (since 23 Nov 2022)
  • Matthew John Smith

    IRN MXS00663

    • (475)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (476)Appointed representative dealing with clients for which they require qualification (since 6 May 2022)
  • Matthew John Sutton

    IRN MJS01427

    • (2546)CF1 Director (AR) (15 Oct 2008 to 1 Apr 2013)
  • Matthew Johnson

    IRN MXJ00090

    • (1049)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1051)CF1 Director (AR) (since 22 Jan 2021)
    • (1050)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Matthew Kay

    IRN MXK90205

    • (1473)CF1 Director (AR) (3 Aug 2020 to 10 Feb 2022)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Show more

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

Show more