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.

  • Gary Walker

    IRN GXW00060

    • (2678)CF30 Customer (28 Dec 2011 to 2 Jan 2018)
  • Gavin Hobson

    IRN GXH01648

    • (1562)CF1 Director (AR) (11 Apr 2012 to 23 Sep 2016)
  • Gavin James Scott

    IRN GJS00075

    • (1942)CF1 Director (AR) (24 Sep 2009 to 4 Jul 2011)
  • Gavin Michael Wise

    IRN GMW00019

    • (1926)CF30 Customer (1 Nov 2007 to 31 Dec 2010)
    • (1927)CF22 Investment Adviser (Trainee) (10 Sep 2007 to 31 Oct 2007)
    • (1928)CF1 Director (AR) (10 Sep 2007 to 31 Dec 2010)
  • Gavin Peter Hill

    IRN GPH01055

    • (2558)CF1 Director (AR) (11 Oct 2011 to 26 Mar 2013)
    • (2557)CF30 Customer (11 Oct 2011 to 26 Mar 2013)
  • Gavin Samuel Ward

    IRN GSW01056

    • (1300)CF1 Director (AR) (14 Nov 2007 to 31 Jan 2024)
  • Gavin Trevor Tansey

    IRN GXT00011

    • (2152)CF30 Customer (12 Apr 2010 to 31 May 2016)
    • (2153)CF1 Director (AR) (12 Apr 2010 to 31 May 2016)
  • Gavin Wrigley Barratt

    IRN GWB01075

    • (603)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (605)CF1 Director (AR) (since 28 Sep 2020)
    • (604)Appointed representative dealing with clients for which they require qualification (since 28 Sep 2020)
    • (2995)CF1 Director (AR) (2 Sep 2020 to 9 Sep 2020)
  • Geeta Agarwal

    IRN GXA26624

    • (2753)CF1 Director (AR) (7 Feb 2022 to 17 May 2022)
  • Gemma Whiting

    IRN GXW00114

    • (2388)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Aug 2023)
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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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