Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
5 days ago

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    3700
    Birmingham Business Park
    Birmingham
    West Midlands
    B37 7YT
    UNITED KINGDOM
    Phone
    +443303030237
    Web
    https://www.primis.co.uk

  • Complaints Contact

    3700
    Birmingham Business Park
    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

  • 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 Retail (Non-Investment Insurance), Commercial, 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.

  • Michael Sean Allison

    IRN MSA01060

    • (259)CF1 Director (13 Aug 2003 to 24 Apr 2009)
  • Michael Stephen Campey

    IRN MSC01084

    • (309)CF30 Customer (19 Aug 2009 to 31 Oct 2012)
  • Michael Steven Hay

    IRN MSH01123

    • (657)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (659)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (658)CF4 Partner (AR) (since 17 May 2010)
  • Michael Stewart Corey

    IRN MSC01107

    • (469)CF1 Director (AR) (28 Nov 2008 to 25 Jun 2010)
  • Michael Trombacco

    IRN MXT00076

    • (3113)CF1 Director (AR) (31 Oct 2004 to 20 Jun 2007)
  • Michael Varagoulis

    IRN MXV00009

    • (1072)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1073)Appointed representative dealing with clients for which they require qualification (since 17 Jan 2023)
    • (1074)CF1 Director (AR) (since 19 Oct 2022)
  • Michael Wareing Davies

    IRN MWD00006

    • (509)CF30 Customer (1 Nov 2007 to 12 Oct 2009)
    • (511)CF21 Investment Adviser (4 Nov 2004 to 31 Oct 2007)
    • (512)CF4 Partner (AR) (4 Nov 2004 to 12 Oct 2009)
    • (510)CF22 Investment Adviser (Trainee) (13 Feb 2003 to 31 Oct 2007)
  • Michael William Marsh

    IRN MWM01063

    • (636)CF2 Non Executive Director (AR) (23 Oct 2008 to 17 Dec 2010)
  • Michael Yeoman

    IRN MXY01098

    • (1059)CF1 Director (AR) (9 Jun 2009 to 30 Dec 2013)
  • Michal Feterlich

    IRN MXF80654

    • (2487)Appointed representative dealing with clients for which they require qualification (18 Aug 2022 to 30 Jan 2024)
    • (2488)CF1 Director (AR) (27 May 2020 to 12 Apr 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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