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 Lewis

    IRN DXL00125

    • (2447)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 27 Feb 2025)
  • David Marcus Jones

    IRN DMJ01049

    • (181)CF22 Investment Adviser (Trainee) (18 Feb 2005 to 22 May 2005)
  • David Mark Brookbank

    IRN DMB00016

    • (1819)CF30 Customer (8 May 2009 to 4 Feb 2011)
  • David Martin Lewins

    IRN DML01111

    • (812)CF1 Director (AR) (20 Feb 2012 to 17 Oct 2016)
  • David Martin Vine

    IRN DXV00054

    • (2276)Appointed representative dealing with clients for which they require qualification (25 Aug 2021 to 24 Jun 2022)
  • David Maxwell Board

    IRN DMB01207

    • (788)CF1 Director (AR) (31 Oct 2008 to 10 Oct 2012)
  • David McGrath

    IRN DXM01998

    • (675)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (676)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (677)CF1 Director (AR) (since 5 Jul 2007)
  • David Michael Catchpole

    IRN DMC00032

    • (2871)CF30 Customer (1 Nov 2007 to 17 Dec 2012)
    • (2874)CF4 Partner (AR) (1 Nov 2004 to 5 Jun 2009)
    • (2873)CF21 Investment Adviser (10 Dec 2003 to 31 Oct 2007)
    • (2872)CF22 Investment Adviser (Trainee) (21 Feb 2003 to 10 Dec 2003)
  • David Michael Chisnall

    IRN DMC01142

    • (1841)CF30 Customer (1 Nov 2007 to 3 Jan 2008)
    • (1842)CF22 Investment Adviser (Trainee) (26 Sep 2007 to 31 Oct 2007)
  • David Michael Crabtree

    IRN DMC00071

    • (2909)CF30 Customer (5 Oct 2011 to 31 Oct 2012)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Robert Lallo (no longer appointed)

    FRN 563315 · Appointed 26 Aug 2011 · Until 20 Jun 2013

  • Stephen Amos (no longer appointed)

    FRN 563316 · Appointed 26 Aug 2011 · Until 19 Apr 2012

  • Ronald Hancock (no longer appointed)

    FRN 563146 · Appointed 25 Aug 2011 · Until 23 Aug 2013

  • Kenneth Harris (no longer appointed)

    FRN 563217 · Appointed 25 Aug 2011 · Until 28 Sep 2016

  • James Alexander Rennicks (no longer appointed)

    FRN 470022 · Appointed 23 Aug 2011 · Until 8 Aug 2013

  • Dick Bird Consulting Ltd (no longer appointed)

    FRN 562670 · Appointed 19 Aug 2011 · Until 23 Aug 2013

  • Lexion UK Ltd (no longer appointed)

    FRN 562648 · Appointed 18 Aug 2011 · Until 23 Aug 2013

  • Balwant Khaira (no longer appointed)

    FRN 562617 · Appointed 18 Aug 2011 · Until 8 Sep 2017

  • PTFS Leeds Limited (no longer appointed)

    FRN 562566 · Appointed 18 Aug 2011 · Until 26 Aug 2016

  • Sara Lucas (no longer appointed)

    FRN 524044 · Appointed 17 Aug 2011 · Until 8 May 2018

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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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