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.

  • Craig Richard Atkins

    IRN CRA01056

    • (2735)CF30 Customer (5 Jul 2010 to 8 Sep 2011)
  • Craig Stewart

    IRN CXS01669

    • (866)CF1 Director (AR) (8 Jan 2007 to 24 Feb 2010)
  • Craig Thomas Jarvie

    IRN CTJ01003

    • (1689)CF1 Director (AR) (17 Aug 2009 to 17 Dec 2012)
  • Craig Thompson

    IRN CXT00085

    • (444)CF30 Customer (7 Oct 2008 to 29 Apr 2009)
    • (445)CF1 Director (AR) (7 Oct 2008 to 29 Apr 2009)
  • Craig William Lancett

    IRN CWL00007

    • (2878)CF22 Investment Adviser (Trainee) (24 Dec 2004 to 24 Jan 2005)
    • (2879)CF4 Partner (AR) (31 Oct 2004 to 25 Jun 2005)
  • Craig William Muttitt

    IRN CWM01039

    • (715)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (716)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (717)CF1 Director (AR) (since 18 Feb 2019)
    • (2550)CF1 Director (AR) (18 Jan 2006 to 20 Apr 2012)
  • Craig Winnard

    IRN CXW01423

    • (35)CF4 Partner (AR) (25 Jan 2010 to 17 Jan 2013)
  • Cumaraswamy Ananthamohan

    IRN CXA00032

    • (31)CF1 Director (AR) (11 Jan 2012 to 15 Nov 2013)
  • Dale Francis Killey

    IRN DFK00004

    • (117)CF22 Investment Adviser (Trainee) (22 Nov 2004 to 9 May 2005)
  • Dale Stuart Parnham

    IRN DSP00012

    • (914)CF4 Partner (AR) (14 Mar 2011 to 9 Jan 2015)
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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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