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.

  • Laura Ann Fairhurst

    IRN LAF01046

    • (665)CF1 Director (AR) (25 Feb 2008 to 19 Jul 2013)
  • Laura Elisabeth Dearden Conning

    IRN LXC84386

    • (2482)Appointed representative dealing with clients for which they require qualification (23 Dec 2022 to 28 Apr 2026)
    • (2483)CF1 Director (AR) (21 Nov 2022 to 28 Apr 2026)
  • Laura Hood

    IRN LXH00677

    • (325)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (326)Appointed representative dealing with clients for which they require qualification (since 15 Dec 2025)
  • Laura Jane Managh

    IRN LXM35859

    • (2507)Appointed representative dealing with clients for which they require qualification (6 Sep 2022 to 29 Jul 2024)
  • Laura Kate Almond

    IRN LXA25982

    • (2509)Appointed representative dealing with clients for which they require qualification (10 Oct 2022 to 9 Apr 2026)
  • Laura Theresa Tuck

    IRN LTT01011

    • (1367)CF4 Partner (AR) (31 Oct 2004 to 23 Oct 2015)
  • Lauren Danielle Mitchell

    IRN LXA00074

    • (975)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (976)Appointed representative dealing with clients for which they require qualification (since 17 Sep 2021)
    • (977)CF1 Director (AR) (since 13 Aug 2021)
  • Lauren Elizabeth Bird

    IRN LXB00719

    • (359)[FCA CF] Significant management (since 20 Sep 2024)
  • Lauren Revel

    IRN LXR00065

    • (2392)Appointed representative dealing with clients for which they require qualification (23 Oct 2020 to 19 Apr 2021)
  • Laurence David Strich

    IRN LDS00007

    • (3099)CF1 Director (AR) (10 Apr 2008 to 8 Apr 2011)
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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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