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.

  • Lorraine Carol Crowe

    IRN LCC01021

    • (3278)CF30 Customer (1 Nov 2007 to 29 Jan 2013)
    • (3279)CF22 Investment Adviser (Trainee) (27 Feb 2007 to 31 Oct 2007)
  • Lorraine Davies

    IRN LXF01144

    • (711)CF1 Director (AR) (13 Oct 2006 to 10 Nov 2008)
  • Lorraine Hamilton

    IRN LGH01020

    • (2579)CF30 Customer (24 Dec 2013 to 1 Apr 2019)
  • Lorraine Joy Marney

    IRN LJM01108

    • (106)CF4 Partner (AR) (14 Jan 2005 to 12 May 2009)
  • Lorraine Lindsay

    IRN LXL00063

    • (2373)Appointed representative dealing with clients for which they require qualification (29 Jan 2020 to 31 Aug 2020)
  • Louis James Meryon

    IRN LJM01172

    • (607)CF30 Customer (1 Mar 2013 to 28 Jun 2013)
  • Louis Loizou

    IRN LXL00018

    • (67)CF2 Non Executive Director (AR) (14 Feb 2011 to 15 Nov 2011)
    • (68)CF1 Director (AR) (29 Aug 2008 to 8 Feb 2011)
  • Louise Ann Hardcastle

    IRN LAH01094

    • (1338)CF2 Non Executive Director (AR) (13 Nov 2009 to 30 Mar 2015)
  • Louise Campbell

    IRN LXC00035

    • (1008)CF1 Director (AR) (30 Jun 2009 to 14 Apr 2010)
  • Louise Daniels

    IRN LXD00077

    • (2435)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Feb 2023)
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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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