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 Alan Collins

    IRN GAC00041

    • (225)CF30 Customer (10 Dec 2008 to 5 Jul 2010)
    • (226)CF1 Director (AR) (10 Dec 2008 to 5 Jul 2010)
  • Gary Alan Turnbull

    IRN GAT00002

    • (1955)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Dec 2025)
  • Gary Andrew Wright

    IRN GAW01084

    • (739)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (740)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (741)CF1 Director (AR) (since 23 Sep 2019)
    • (3130)CF4 Partner (AR) (31 Oct 2004 to 11 Oct 2019)
  • Gary Blomfield

    IRN GXB01770

    • (2826)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Dec 2023)
    • (2827)CF1 Director (AR) (5 Mar 2010 to 30 Dec 2023)
  • Gary Bryan Rockach

    IRN GBR01019

    • (1094)CF1 Director (AR) (26 Jan 2005 to 2 Dec 2005)
  • Gary David Richardson

    IRN GXR00070

    • (2401)Appointed representative dealing with clients for which they require qualification (2 Jul 2020 to 31 Aug 2022)
  • Gary Edward Wooding

    IRN GEW00001

    • (930)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (931)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (932)CF1 Director (AR) (since 8 Aug 2019)
    • (2867)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Dec 2021)
  • Gary Grosvenor Fairhall

    IRN GGF00003

    • (904)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (905)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (906)CF1 Director (AR) (since 28 Jun 2007)
    • (2633)CF4 Partner (AR) (31 Oct 2004 to 28 Jun 2007)
  • Gary Hawtin

    IRN GXH01361

    • (456)CF2 Non Executive Director (AR) (17 Jan 2011 to 23 May 2013)
    • (457)CF1 Director (AR) (15 Nov 2004 to 11 Sep 2006)
  • Gary John Couzens

    IRN GXC00090

    • (2066)CF1 Director (AR) (14 Mar 2005 to 4 Apr 2007)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Show more

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

Show more