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.

  • Kenneth Henry Smith

    IRN KHS01011

    • (11)CF4 Partner (AR) (31 Oct 2004 to 8 Jun 2007)
  • Kenneth Howieson

    IRN KXH00079

    • (3084)CF2 Non Executive Director (AR) (4 Dec 2007 to 30 Mar 2010)
    • (3085)CF1 Director (AR) (9 Feb 2005 to 8 Jan 2007)
  • Kenneth Michael Joseph Lewis

    IRN KML00011

    • (71)CF1 Director (AR) (12 Sep 2006 to 22 May 2012)
  • Kenneth Ronald Dougall

    IRN KRD00010

    • (27)CF1 Director (AR) (since 10 Jun 2022)
  • Kenneth Steven McNeil

    IRN KSM01027

    • (1374)CF30 Customer (16 Apr 2009 to 10 Jun 2011)
    • (1376)CF21 Investment Adviser (10 May 2007 to 4 Oct 2007)
    • (1375)CF22 Investment Adviser (Trainee) (10 Nov 2004 to 10 May 2007)
  • Kenneth Syme

    IRN KXS00146

    • (118)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (119)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Kenneth Willmin

    IRN KRW00008

    • (1860)CF1 Director (AR) (10 Nov 2005 to 2 Jul 2007)
  • Kerrie Victoria Wilkinson

    IRN KXW00091

    • (2656)Appointed representative dealing with clients for which they require qualification (29 Aug 2023 to 9 Apr 2026)
  • Kerry Bareham

    IRN KXB00631

    • (2182)Appointed representative dealing with clients for which they require qualification (23 Sep 2024 to 23 Jul 2025)
  • Kerry Jayne Cleverley

    IRN KJC01100

    • (22)CF4 Partner (AR) (since 31 Oct 2004)
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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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