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 Stirling

    IRN DXS02907

    • (2584)CF4 Partner (AR) (5 May 2020 to 16 Jul 2021)
  • David Stirling

    IRN DXS00241

    • (2410)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Dec 2022)
  • David Stuart Webb

    IRN DSW01096

    • (650)CF1 Director (AR) (5 Sep 2008 to 19 Nov 2009)
  • David Surman

    IRN DXS00242

    • (2407)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Feb 2023)
  • David Tallis

    IRN DXT01311

    • (1011)CF1 Director (AR) (22 Apr 2005 to 22 Jun 2005)
  • David Taylor Muir

    IRN DTM00001

    • (15)CF1 Director (AR) (31 Oct 2004 to 6 Aug 2013)
  • David Thomas Morton

    IRN DTM01051

    • (1658)CF1 Director (AR) (7 Aug 2007 to 27 Aug 2008)
  • David Thomson

    IRN DXT00013

    • (1181)CF29 Significant management (3 Sep 2008 to 19 Jan 2010)
    • (1183)CF3 Chief Executive (3 Sep 2008 to 19 Jan 2010)
    • (1185)CF1 Director (3 Sep 2008 to 26 May 2011)
    • (1182)CF4 Partner (AR) (15 Feb 2005 to 23 Apr 2009)
    • (1184)CF1 Director (AR) (1 Nov 2004 to 23 Apr 2009)
  • David Trevor Graham

    IRN DTG00003

    • (429)CF1 Director (AR) (31 Oct 2004 to 30 Sep 2013)
  • David Uvieghara

    IRN DXU01023

    • (1039)CF1 Director (AR) (4 Apr 2005 to 4 Apr 2005)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Ian Winterbotham (no longer appointed)

    FRN 405155 · Appointed 3 Aug 2011 · Until 28 Feb 2013

  • Commodity Prospector Limited (no longer appointed)

    FRN 559463 · Appointed 3 Aug 2011 · Until 26 Aug 2022

  • Torch Financial Ltd (no longer appointed)

    FRN 558236 · Appointed 29 Jul 2011 · Until 28 Feb 2013

  • Barry Nurser (no longer appointed)

    FRN 413461 · Appointed 28 Jul 2011 · Until 8 May 2018

  • Peter McGimpsey (no longer appointed)

    FRN 557734 · Appointed 27 Jul 2011 · Until 28 Mar 2018

  • Anthony Corrigan (no longer appointed)

    FRN 557031 · Appointed 25 Jul 2011 · Until 29 Jun 2012

  • Donald Jepson (no longer appointed)

    FRN 557023 · Appointed 25 Jul 2011 · Until 27 Sep 2016

  • Simon King (no longer appointed)

    FRN 405198 · Appointed 22 Jul 2011 · Until 28 Feb 2013

  • David Corrick (no longer appointed)

    FRN 500856 · Appointed 15 Jul 2011 · Until 8 Aug 2013

  • Sell Quick Limited (no longer appointed)

    FRN 556145 · Appointed 14 Jul 2011 · Until 16 Jun 2015

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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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