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.

  • Harjot Shergill

    IRN HXS01115

    • (184)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (185)Appointed representative dealing with clients for which they require qualification (since 2 Sep 2021)
  • Harminder Bains

    IRN HXB21614

    • (1153)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1154)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1155)CF1 Director (AR) (since 10 Oct 2019)
  • Harpreet Singh Mudhar

    IRN HXM00424

    • (2189)Appointed representative dealing with clients for which they require qualification (16 Jun 2025 to 21 Jul 2025)
  • Harriet Hobbins

    IRN HXH00126

    • (2252)Appointed representative dealing with clients for which they require qualification (21 Dec 2021 to 1 Apr 2026)
  • Harry Barrett

    IRN HXB00212

    • (421)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (422)Appointed representative dealing with clients for which they require qualification (since 19 Aug 2022)
  • Harry David Rogerson

    IRN HDR00010

    • (1082)CF1 Director (AR) (19 Apr 2005 to 19 Jul 2006)
  • Harry Richards

    IRN HXR00088

    • (34)CF1 Director (AR) (since 25 May 2021)
  • Harry Stafford

    IRN HXS00086

    • (999)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1000)Appointed representative dealing with clients for which they require qualification (since 7 Jun 2022)
    • (1001)CF1 Director (AR) (since 23 Mar 2022)
    • (2994)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Jun 2020)
  • Harvinder Singh

    IRN HXS01752

    • (1550)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Dec 2025)
  • Hasnat Sheraz

    IRN HXS01400

    • (1622)CF30 Customer (24 Mar 2010 to 27 May 2010)
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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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