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.

  • Haydn Dent

    IRN HRD00001

    • (2068)CF1 Director (AR) (31 Oct 2004 to 11 Nov 2004)
  • Haydn Smith-Sheppard

    IRN HXS00470

    • (363)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (364)Appointed representative dealing with clients for which they require qualification (since 3 Jun 2024)
  • Hayley Claire Owens

    IRN HCE00002

    • (163)CF1 Director (AR) (21 Apr 2008 to 11 Jun 2012)
  • Hazel Mellor

    IRN HXM01343

    • (278)CF2 Non Executive Director (AR) (12 Aug 2009 to 30 Sep 2010)
  • Heather Jean Morris

    IRN HJM01081

    • (526)CF2 Non Executive Director (AR) (16 Feb 2009 to 21 Sep 2009)
  • Heather Lisa Craine

    IRN HLC01022

    • (293)CF1 Director (AR) (12 Nov 2010 to 3 Jan 2012)
  • Heather Marie Frankum

    IRN HMF01022

    • (938)CF4 Partner (AR) (11 Jul 2006 to 10 Jul 2008)
  • Heather Mitchell

    IRN HXM00087

    • (66)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (67)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Helen Baker

    IRN HXB00066

    • (723)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Aug 2020)
  • Helen Charles

    IRN HXC00033

    • (2474)Appointed representative dealing with clients for which they require qualification (24 Mar 2020 to 3 Dec 2022)
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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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