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.

  • Keshav Verma

    IRN KXV00006

    • (1145)CF30 Customer (21 May 2010 to 7 Mar 2011)
  • Kevin Alan Jones

    IRN KAJ01027

    • (3269)CF1 Director (AR) (17 Apr 2012 to 23 Oct 2012)
  • Kevin Alfred Colin Kelly

    IRN KAK01043

    • (1568)CF1 Director (AR) (11 Feb 2011 to 5 Nov 2011)
  • Kevin Anthony John Cosgrove

    IRN KAC00012

    • (1)CF30 Customer (8 Apr 2008 to 31 Mar 2011)
  • Kevin Daniel Dunks

    IRN KDD01010

    • (3015)CF1 Director (AR) (3 Jan 2007 to 8 Jul 2015)
  • Kevin Edward Hurley

    IRN KEH00006

    • (595)CF22 Investment Adviser (Trainee) (6 Oct 2005 to 21 Aug 2006)
    • (596)CF7 Sole Trader (AR) (6 Oct 2005 to 31 Jan 2007)
  • Kevin Francis Power

    IRN KXP00049

    • (1099)CF1 Director (AR) (19 May 2005 to 4 Jan 2006)
  • Kevin Gillett

    IRN KXG01381

    • (2981)CF1 Director (AR) (9 Jul 2012 to 1 Apr 2013)
  • Kevin Hopkins

    IRN KXH01355

    • (1725)CF4 Partner (AR) (31 Oct 2004 to 27 Mar 2014)
  • Kevin Huntley

    IRN KXH00072

    • (2926)CF30 Customer (1 Nov 2007 to 21 Nov 2011)
    • (2929)CF1 Director (AR) (11 Jul 2007 to 21 Nov 2011)
    • (2928)CF21 Investment Adviser (10 Jul 2007 to 31 Oct 2007)
    • (2927)CF22 Investment Adviser (Trainee) (13 Feb 2006 to 10 Jul 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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