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.

  • David Wayne Conway

    IRN DWC01084

    • (778)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (779)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (780)CF1 Director (AR) (since 17 Jan 2017)
  • David Whittingham

    IRN DXW00001

    • (245)CF30 Customer (15 Oct 2010 to 30 Nov 2012)
  • David William Alexander Morton

    IRN DXM00584

    • (453)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (454)Appointed representative dealing with clients for which they require qualification (since 5 Sep 2022)
  • David William Allen

    IRN DWA01035

    • (760)CF1 Director (AR) (19 Mar 2007 to 31 Jan 2013)
  • David William Coxon

    IRN DWC00018

    • (2869)CF30 Customer (1 Nov 2007 to 16 Nov 2012)
    • (2870)CF22 Investment Adviser (Trainee) (5 Oct 2007 to 31 Oct 2007)
  • David William John Cannon

    IRN DWC01096

    • (75)CF4 Partner (AR) (14 Jan 2005 to 8 Sep 2006)
  • David William Lawson

    IRN DWL00011

    • (2880)CF1 Director (AR) (4 Jan 2005 to 23 Dec 2009)
  • David William Purnell

    IRN DXP01443

    • (1204)CF4 Partner (AR) (31 Oct 2004 to 10 Jul 2007)
  • David Wilson

    IRN DXW00036

    • (398)CF22 Investment Adviser (Trainee) (1 Feb 2005 to 28 Jul 2006)
    • (399)CF1 Director (AR) (31 Oct 2004 to 28 Jul 2006)
  • David Young

    IRN DXY01050

    • (906)CF1 Director (AR) (6 Oct 2011 to 16 Dec 2015)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Richard James (no longer appointed)

    FRN 580062 · Appointed 24 Apr 2012 · Until 23 Sep 2016

  • Keenans Estate Agents Ltd (no longer appointed)

    FRN 580014 · Appointed 23 Apr 2012 · Until 9 Jun 2016

  • Luke Mellon (no longer appointed)

    FRN 579901 · Appointed 20 Apr 2012 · Until 22 Sep 2016

  • PCCB Ltd (no longer appointed)

    FRN 579802 · Appointed 19 Apr 2012 · Until 20 Apr 2026

  • Jenifer Rutherford (no longer appointed)

    FRN 579816 · Appointed 19 Apr 2012 · Until 30 Nov 2012

  • Christopher Purcell (no longer appointed)

    FRN 579563 · Appointed 18 Apr 2012 · Until 8 Aug 2013

  • Andrew Ian Knode (no longer appointed)

    FRN 195412 · Appointed 12 Apr 2012 · Until 10 Jun 2013

  • Paul West (no longer appointed)

    FRN 579059 · Appointed 4 Apr 2012 · Until 15 Oct 2013

  • Omega Financial Services Ltd (no longer appointed)

    FRN 192994 · Appointed 30 Mar 2012 · Until 30 Sep 2016

  • Sherdon Estate Agents (no longer appointed)

    FRN 578585 · Appointed 29 Mar 2012 · Until 15 Jun 2016

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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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