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.

  • Mohammed Moaz Choudhury

    IRN MMC01040

    • (2575)Appointed representative dealing with clients for which they require qualification (20 Mar 2020 to 23 Jan 2023)
    • (2576)CF1 Director (AR) (5 Mar 2020 to 21 Jan 2023)
  • Mohammed Wasim

    IRN MXW01768

    • (752)CF1 Director (AR) (22 Oct 2007 to 5 May 2009)
  • Moira Hilary Stewart

    IRN MHS01106

    • (575)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (576)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (577)CF1 Director (AR) (since 3 Aug 2017)
  • Moksud Alom

    IRN MXA00135

    • (3291)CF4 Partner (AR) (28 Sep 2009 to 31 Dec 2012)
  • Molly-Jo Norman

    IRN MXN00098

    • (200)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (201)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Monica Mary Thompson

    IRN MMT00021

    • (952)CF1 Director (AR) (14 Oct 2005 to 1 Feb 2008)
  • Monika Karpowicz

    IRN MXK00177

    • (2415)Appointed representative dealing with clients for which they require qualification (20 Feb 2020 to 20 Aug 2020)
  • Morad Nadimi

    IRN MXN00099

    • (2358)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Jan 2020)
  • Morag Elizabeth Wood

    IRN MEW01064

    • (1169)CF1 Director (AR) (31 Oct 2004 to 27 Sep 2016)
  • Munawar Ahmad Bajwa

    IRN MAB01379

    • (811)CF1 Director (AR) (2 Aug 2007 to 23 Dec 2009)
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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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