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.

  • Elaine Natalie Elizabeth Buck

    IRN EXW00062

    • (2385)Appointed representative dealing with clients for which they require qualification (7 May 2020 to 26 Sep 2020)
  • Elaine Rachel Marie Beaumont

    IRN ERB01026

    • (995)CF4 Partner (AR) (15 Aug 2005 to 31 Jan 2013)
  • Elaine Rowlands

    IRN EXR01217

    • (482)CF2 Non Executive Director (AR) (16 Mar 2009 to 22 Oct 2010)
  • Elaiza McHale

    IRN EXM19366

    • (3149)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Apr 2023)
    • (3150)CF1 Director (AR) (29 Aug 2019 to 2 Apr 2023)
  • Eleanor James

    IRN EXJ00138

    • (2192)Appointed representative dealing with clients for which they require qualification (11 Mar 2024 to 2 Oct 2024)
  • Eleanor Wood

    IRN EXW00061

    • (80)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (81)Appointed representative dealing with clients for which they require qualification (since 15 Apr 2020)
  • Elise Keeshan

    IRN EXK00048

    • (72)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (73)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Elizabeth Anne Gerrard

    IRN EAG01036

    • (2643)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Mar 2024)
    • (2644)CF1 Director (AR) (8 Jul 2016 to 29 Mar 2024)
  • Elizabeth Davies

    IRN EXB01307

    • (539)CF1 Director (AR) (6 Mar 2009 to 16 Sep 2010)
  • Elizabeth Greenhill

    IRN EXG01144

    • (1810)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Mar 2024)
    • (1809)CF4 Partner (AR) (26 Jan 2018 to 14 Mar 2024)
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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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