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.

  • Darren Grace

    IRN DXG00148

    • (154)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (155)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Darren James Crawford

    IRN DJC01402

    • (667)CF30 Customer (16 Jul 2009 to 26 Oct 2009)
  • Darren James Killoran

    IRN DJK01117

    • (396)CF30 Customer (27 Jul 2011 to 31 Oct 2012)
  • Darren John Larner

    IRN DXL00361

    • (2222)Appointed representative dealing with clients for which they require qualification (1 Nov 2022 to 1 Dec 2023)
  • Darren John Powell

    IRN DJP00098

    • (172)CF1 Director (AR) (27 Mar 2007 to 27 Mar 2009)
  • Darren Keith Gray

    IRN DXG00493

    • (395)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (396)Appointed representative dealing with clients for which they require qualification (since 4 Mar 2026)
  • Darren Mutch

    IRN DXM00803

    • (1336)CF1 Director (AR) (23 Nov 2022 to 3 Mar 2023)
  • Darren Nicholas Collins

    IRN DNC01045

    • (972)CF1 Director (AR) (14 Mar 2006 to 18 Oct 2007)
  • Darren Nigel Kay

    IRN DNK00005

    • (197)CF30 Customer (25 Jan 2008 to 3 Dec 2009)
  • Darren Williams

    IRN DXW01616

    • (2627)CF4 Partner (AR) (11 Jan 2007 to 21 May 2010)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Show more

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

Show more