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.

  • Corrie Michael Griffin

    IRN CMG01114

    • (1626)CF1 Director (AR) (26 Jun 2008 to 6 Jun 2013)
  • Craig Adam Oliphant

    IRN CAO00002

    • (447)CF1 Director (AR) (25 May 2010 to 4 Mar 2011)
  • Craig Andrew Potter

    IRN CXP00206

    • (500)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (501)Appointed representative dealing with clients for which they require qualification (since 15 Oct 2024)
  • Craig Anthony Bonsor

    IRN CAB00045

    • (2956)CF22 Investment Adviser (Trainee) (3 Nov 2004 to 8 Jun 2005)
  • Craig Bean

    IRN CXB02316

    • (2738)Appointed representative dealing with clients for which they require qualification (14 Jan 2020 to 21 Apr 2025)
    • (2739)CF1 Director (AR) (9 Jan 2020 to 21 Apr 2025)
  • Craig Collins

    IRN CXC00073

    • (2065)CF30 Customer (29 Sep 2011 to 25 Oct 2012)
  • Craig Gray

    IRN CXG00053

    • (344)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (345)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Craig Hunt

    IRN CXH00199

    • (2411)Appointed representative dealing with clients for which they require qualification (27 Apr 2022 to 2 Oct 2024)
    • (2412)CF1 Director (AR) (16 Mar 2022 to 2 Oct 2024)
  • Craig Malcolm Andrews

    IRN CMA00005

    • (795)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (796)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (797)CF1 Director (AR) (since 10 Oct 2007)
  • Craig McMillan Duncan

    IRN CMD01064

    • (265)CF1 Director (AR) (23 Mar 2007 to 26 Feb 2010)
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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. controlled function added: (1181)SMF10 Chair of the Risk Committee

  2. controlled function added: (1180)SMF11 Chair of the Audit Committee

  3. controlled function added: (1179)CF1 Director (AR)

  4. controlled function added: (1178)SMF4 Chief Risk

  5. controlled function added: (1177)SMF16 Compliance Oversight

  6. controlled function added: (1176)SMF17 Money Laundering Reporting Officer (MLRO)

  7. controlled function added: (1175)SMF24 Chief Operations

  8. controlled function added: (1174)SMF5 Head of Internal Audit

  9. controlled function added: (1173)CF1 Director (AR)

  10. controlled function added: (1172)Appointed representative dealing with clients for which they require qualification

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