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.

  • Donna Louise Karim

    IRN DLK01020

    • (1745)CF1 Director (AR) (31 Oct 2004 to 15 May 2009)
  • Dorian Payne

    IRN DXP02178

    • (1176)CF1 Director (AR) (30 Dec 2015 to 23 Dec 2016)
  • Dorothy Angela Morris

    IRN DAM01212

    • (641)CF4 Partner (AR) (28 Jul 2008 to 26 Nov 2008)
  • Douglas John Bennett

    IRN DJB00012

    • (1807)CF30 Customer (1 Nov 2007 to 26 Jul 2019)
    • (1808)CF22 Investment Adviser (Trainee) (3 May 2007 to 31 Oct 2007)
  • Douglas John Crawford

    IRN DJC01425

    • (1426)CF3 Chief Executive (6 Apr 2010 to 10 Feb 2012)
    • (1427)CF1 Director (6 Apr 2010 to 10 Feb 2012)
  • Douglas Patrick Miller

    IRN DXM00302

    • (981)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (982)Appointed representative dealing with clients for which they require qualification (since 3 Dec 2021)
    • (983)CF1 Director (AR) (since 30 Nov 2021)
  • Douglas Stokes

    IRN DXS00162

    • (1248)CF4 Partner (AR) (2 Jul 2015 to 31 Mar 2016)
  • Duncan John Hunter Anderson

    IRN DJA01142

    • (1202)CF1 Director (AR) (31 Oct 2004 to 27 May 2009)
  • Duncan Joseph Forster

    IRN DJF01211

    • (15)CF1 Director (AR) (since 24 May 2013)
  • Duncan Lawrence Hodgson

    IRN DLH01095

    • (648)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (649)Appointed representative dealing with clients for which they require qualification (since 1 Sep 2020)
    • (650)CF1 Director (AR) (since 6 Jul 2020)
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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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