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 Alexander Edwards

    IRN DAE00014

    • (3301)Responsibility for MCD Intermediation (29 Mar 2017 to 30 Jun 2018)
    • (3302)Responsible for Insurance Mediation (13 Mar 2017 to 30 Jun 2018)
    • (3303)CF1 Director (2 Jan 2014 to 30 Jun 2018)
  • David Allan Freeman

    IRN DAF01084

    • (708)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (709)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (710)CF1 Director (AR) (since 20 Feb 2006)
  • David Andrew Blastland

    IRN DAB00021

    • (1463)CF1 Director (AR) (1 Nov 2011 to 28 Jun 2013)
  • David Andrew Bradshaw

    IRN DAB00110

    • (105)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (106)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • David Andrew Ley

    IRN DAL00056

    • (459)CF1 Director (AR) (9 Jul 2007 to 17 Jun 2009)
  • David Andrew Mulcahy

    IRN DAM00024

    • (2906)CF30 Customer (26 Sep 2008 to 3 Oct 2008)
  • David Andrew Nightingale

    IRN DAN00003

    • (475)CF1 Director (AR) (5 Oct 2006 to 26 Sep 2016)
  • David Anthony Robins

    IRN DAR01178

    • (888)CF1 Director (AR) (7 Nov 2006 to 30 Sep 2010)
  • David Anthony Vickers

    IRN DAV00005

    • (3014)CF1 Director (AR) (31 Oct 2004 to 9 Dec 2004)
  • David Arthur Garrod

    IRN DAG01134

    • (1256)CF4 Partner (AR) (31 Oct 2004 to 29 Feb 2008)
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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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