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.

  • Erol Ramadan

    IRN EXR00014

    • (3090)CF30 Customer (1 Nov 2007 to 21 Oct 2010)
    • (3091)CF22 Investment Adviser (Trainee) (12 Mar 2007 to 31 Oct 2007)
  • Estelle Deirdre Andrews

    IRN EDA01007

    • (736)CF2 Non Executive Director (AR) (23 Jan 2008 to 3 Sep 2008)
  • Estelle Rose

    IRN EXR00178

    • (2206)Appointed representative dealing with clients for which they require qualification (5 May 2023 to 15 Mar 2026)
  • Ewan Hutton

    IRN EXH78312

    • (2495)SMF24 Chief Operations (25 Jan 2024 to 2 Oct 2024)
    • (2496)SMF18 Other Overall Responsibility (4 May 2023 to 25 Jan 2024)
  • Farzana Iqbal

    IRN FXI01036

    • (688)CF1 Director (AR) (27 Jun 2008 to 5 Feb 2009)
  • Faye Smith

    IRN FXS01542

    • (47)CF1 Director (AR) (since 19 Sep 2016)
  • Fiona Caroline Hall

    IRN FCH01014

    • (1263)CF1 Director (AR) (17 Feb 2005 to 15 May 2005)
  • Fiona Catherine Learmonth

    IRN FCL01007

    • (1920)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Mar 2020)
  • Fiona Jane Isobel D'elia

    IRN FJD01030

    • (746)CF1 Director (AR) (1 Jun 2009 to 30 Jun 2010)
  • Fiona Johnson

    IRN FXJ01029

    • (3310)CF1 Director (AR) (31 Oct 2004 to 8 Nov 2013)
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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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