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.

  • Edward Graham Taylor

    IRN EGT00003

    • (2067)CF30 Customer (11 Jan 2012 to 28 Apr 2014)
  • Edward James Murphy

    IRN EJM00019

    • (2544)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Sep 2024)
    • (2545)CF1 Director (AR) (1 Dec 2011 to 13 Sep 2024)
  • Edward John Tonner

    IRN EJT01043

    • (1645)CF1 Director (AR) (2 Oct 2007 to 29 Oct 2010)
  • Edward Mawdsley

    IRN EXM01281

    • (93)CF1 Director (AR) (17 Jan 2007 to 28 Jul 2011)
  • Edward Silvester

    IRN EXS00273

    • (2219)Appointed representative dealing with clients for which they require qualification (19 Jan 2023 to 28 Feb 2023)
  • Edwin Louis Guy

    IRN ELG01024

    • (1580)CF1 Director (AR) (6 Feb 2020 to 7 May 2020)
  • Eilish Crowther

    IRN EXC86321

    • (250)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (251)Appointed representative dealing with clients for which they require qualification (since 10 May 2021)
  • Elaine Brown

    IRN EXB00094

    • (64)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (65)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Elaine Kathleen Cowling

    IRN EKC01009

    • (1048)CF2 Non Executive Director (AR) (14 Feb 2005 to 20 Dec 2012)
  • Elaine Lynn Bell

    IRN ELB01041

    • (960)CF4 Partner (AR) (1 Feb 2006 to 22 Oct 2008)
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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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