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.

  • Chris Blackmore

    IRN CXB22555

    • (1303)Appointed representative dealing with clients for which they require qualification (5 Mar 2020 to 30 Aug 2020)
    • (1304)CF1 Director (AR) (25 Oct 2019 to 30 Aug 2020)
  • Chris Creese

    IRN CXC00102

    • (1852)CF30 Customer (1 Nov 2007 to 13 May 2013)
    • (1853)CF22 Investment Adviser (Trainee) (26 Sep 2007 to 31 Oct 2007)
    • (1854)CF1 Director (AR) (29 Mar 2006 to 31 Jan 2011)
  • Christian Nevinson Coventry

    IRN CNC01026

    • (2803)CF1 Director (AR) (5 Mar 2009 to 27 Oct 2010)
  • Christie Fisher

    IRN CXF00067

    • (1029)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1031)CF1 Director (AR) (since 28 Apr 2026)
    • (1030)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Christina Marie Colegate

    IRN CXC01474

    • (1277)CF1 Director (AR) (31 Oct 2004 to 18 Jul 2008)
  • Christina Oliver

    IRN CXO28405

    • (1116)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1117)Appointed representative dealing with clients for which they require qualification (since 21 Feb 2020)
    • (1118)CF1 Director (AR) (since 14 Feb 2020)
  • Christine Ann Moore

    IRN CAC01135

    • (353)CF1 Director (AR) (13 Jun 2005 to 15 May 2007)
  • Christine Ann Smith

    IRN CAS00044

    • (1240)CF30 Customer (1 Nov 2007 to 18 Sep 2009)
    • (1241)CF22 Investment Adviser (Trainee) (11 Sep 2007 to 31 Oct 2007)
  • Christine Coates

    IRN CXC01604

    • (899)CF1 Director (AR) (23 Feb 2007 to 4 Jun 2010)
  • Christine June Hammond

    IRN CXH00065

    • (684)CF30 Customer (13 May 2008 to 11 May 2011)
    • (685)CF22 Investment Adviser (Trainee) (16 Feb 2006 to 6 Jun 2006)
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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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