Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
2 days ago

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    3700
    Birmingham Business Park
    Birmingham
    West Midlands
    B37 7YT
    UNITED KINGDOM
    Phone
    +443303030237
    Web
    https://www.primis.co.uk

  • Complaints Contact

    3700
    Birmingham Business Park
    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

  • 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 Retail (Non-Investment Insurance), Commercial, 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.

  • Marc Hammond

    IRN MXH00195

    • (246)CF1 Director (AR) (28 Oct 2004 to 31 Oct 2004)
  • Marc McGreevy

    IRN MAM01185

    • (2625)CF1 Director (AR) (4 Sep 2008 to 13 Apr 2010)
    • (2624)CF30 Customer (22 Feb 2008 to 13 Apr 2010)
  • Marcus Anthony Karim

    IRN MAK00038

    • (114)CF1 Director (AR) (29 Jun 2005 to 15 May 2009)
  • Marcus James Mitchell

    IRN MJM01469

    • (1569)Appointed representative dealing with clients for which they require qualification (17 Jun 2020 to 12 Jun 2024)
    • (1570)CF1 Director (AR) (17 Jun 2020 to 12 Jun 2024)
  • Marcus Lytle

    IRN MXL00134

    • (2366)Appointed representative dealing with clients for which they require qualification (7 Apr 2020 to 6 Aug 2020)
  • Marcus Scott Lee Harrison

    IRN MSH01118

    • (706)CF4 Partner (AR) (3 Jun 2008 to 20 Jun 2008)
  • Margaret Marshall

    IRN MXM01987

    • (1122)CF1 Director (AR) (14 Jan 2005 to 18 Dec 2007)
  • Margaret Stella Alston

    IRN MSA01070

    • (72)CF2 Non Executive Director (AR) (15 Mar 2011 to 22 Mar 2011)
    • (73)CF1 Director (AR) (22 Oct 2007 to 15 Mar 2011)
  • Margaret Wright

    IRN MXW01661

    • (1041)CF1 Director (AR) (22 Feb 2005 to 10 Apr 2006)
  • Maria Dankova

    IRN MXD00730

    • (389)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (390)Appointed representative dealing with clients for which they require qualification (since 12 Feb 2024)
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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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