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.

  • Kathryn Brown

    IRN KXB00136

    • (172)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (173)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Kathryn Coles

    IRN KXC00094

    • (174)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (175)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Kathryn Teresa O'Malley

    IRN KTO00001

    • (918)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (919)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (920)CF1 Director (AR) (since 7 Apr 2015)
  • Katie Crosby

    IRN KXC00095

    • (528)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (529)Appointed representative dealing with clients for which they require qualification (since 26 Jun 2024)
  • Katie Emma Veronica Nightingale

    IRN KEN01022

    • (1327)CF1 Director (AR) (5 Apr 2018 to 18 Jan 2022)
  • Katie Gurden

    IRN KXG00268

    • (407)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (408)Appointed representative dealing with clients for which they require qualification (since 6 Feb 2023)
  • Katie Leanne Green

    IRN KLG01032

    • (613)CF1 Director (AR) (20 Feb 2007 to 16 Feb 2009)
  • Katie Louise Clarke

    IRN KXC00512

    • (324)[FCA CF] Significant management (since 6 Jan 2026)
  • Kay Cooper

    IRN KXC01302

    • (699)CF2 Non Executive Director (AR) (13 May 2008 to 1 Apr 2009)
  • Kay Proudman

    IRN KXH00039

    • (1551)CF4 Partner (AR) (31 Oct 2004 to 6 Feb 2013)
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