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.

  • Grant Warwick Pickin

    IRN GWP00010

    • (2104)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Jul 2022)
  • Gregory Ayling

    IRN GXA00234

    • (381)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (382)Appointed representative dealing with clients for which they require qualification (since 21 Dec 2023)
  • Gregory Harrison

    IRN GXH01592

    • (629)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (630)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (631)CF1 Director (AR) (since 28 Jul 2010)
  • Gregory John Carter

    IRN GJC01136

    • (306)CF10 Compliance Oversight (1 Jan 2016 to 2 Nov 2016)
  • Gregory Mead Kenny

    IRN GMK01030

    • (660)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (661)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (662)CF1 Director (AR) (since 31 Oct 2008)
  • Gregory Roy Burnett

    IRN GXB00162

    • (2420)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Jun 2022)
  • Gurdav Singh Taak

    IRN GXT00132

    • (954)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (955)Appointed representative dealing with clients for which they require qualification (since 12 Jan 2023)
    • (956)CF1 Director (AR) (since 6 Dec 2022)
  • Gurmaan Singh

    IRN GXS00160

    • (682)Appointed representative dealing with clients for which they require qualification (22 May 2020 to 7 Oct 2020)
  • Gurminder Ghuman

    IRN GXG00068

    • (91)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (92)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Gurneet Walia

    IRN GXW00117

    • (993)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (994)Appointed representative dealing with clients for which they require qualification (since 25 Oct 2021)
    • (995)CF1 Director (AR) (since 19 Oct 2021)
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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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