Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
4 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 Hawker

    IRN MXH00064

    • (1843)CF30 Customer (1 Nov 2007 to 25 Apr 2008)
    • (1844)CF22 Investment Adviser (Trainee) (21 Oct 2005 to 31 Oct 2007)
  • Michael Ian Coates

    IRN MIC01009

    • (333)CF30 Customer (1 Nov 2007 to 11 Jul 2008)
    • (334)CF22 Investment Adviser (Trainee) (5 Feb 2007 to 31 Oct 2007)
  • Michael James Friend

    IRN MXF01306

    • (239)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (240)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1780)CF1 Director (AR) (28 Jun 2007 to 20 May 2019)
    • (1779)CF4 Partner (AR) (31 Oct 2004 to 28 Jun 2007)
  • Michael James Thomas Collins

    IRN MJC00036

    • (568)CF7 Sole Trader (AR) (9 Feb 2005 to 19 May 2005)
    • (569)CF4 Partner (AR) (27 Jan 2005 to 9 Feb 2005)
  • Michael John Bradley

    IRN MJB01637

    • (1630)CF2 Non Executive Director (AR) (21 Oct 2008 to 23 Nov 2009)
    • (1631)CF1 Director (AR) (14 May 2008 to 1 Sep 2008)
  • Michael John Bradshaw

    IRN MJB01516

    • (3353)CF1 Director (AR) (6 Dec 2007 to 1 Apr 2009)
  • Michael John Bushell

    IRN MJB00055

    • (791)CF30 Customer (13 Dec 2011 to 31 Oct 2012)
  • Michael John Everett

    IRN MJE00031

    • (570)CF1 Director (AR) (11 Mar 2005 to 18 Dec 2007)
  • Michael John Fitzgerald

    IRN MJF01212

    • (1206)CF1 Director (AR) (31 Oct 2004 to 31 Oct 2012)
  • Michael John Louise

    IRN MXL01527

    • (1205)CF4 Partner (AR) (31 Oct 2004 to 10 Jul 2007)
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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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