Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
5 days ago

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    3700
    Birmingham Business Park
    Birmingham
    West Midlands
    B37 7YT
    UNITED KINGDOM
    Phone
    +443303030237
    Web
    https://www.primis.co.uk

  • Complaints Contact

    3700
    Birmingham Business Park
    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

  • 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 Retail (Non-Investment Insurance), Commercial, 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.

  • Elizabeth Harfleet

    IRN EXH01240

    • (669)CF4 Partner (AR) (18 Mar 2008 to 23 Jan 2010)
  • Elizabeth Radmore Hayes

    IRN ERH01019

    • (3089)CF1 Director (AR) (31 Oct 2004 to 2 Mar 2015)
  • Ella Marie Barton

    IRN EXB00180

    • (2294)Appointed representative dealing with clients for which they require qualification (1 Jun 2023 to 17 Mar 2025)
  • Ellen Knights

    IRN EXK00047

    • (2453)Appointed representative dealing with clients for which they require qualification (20 Aug 2020 to 22 Mar 2024)
  • Ellen Roome

    IRN EMR00004

    • (1563)CF1 Director (AR) (21 Sep 2006 to 28 Nov 2016)
  • Elliot Andrew Cotterell

    IRN EXC71159

    • (2577)Appointed representative dealing with clients for which they require qualification (9 Jan 2023 to 15 Nov 2023)
    • (2578)CF1 Director (AR) (27 Oct 2022 to 15 Nov 2023)
  • Elliot Lloyd Robert Beesley

    IRN EXB00095

    • (3177)Appointed representative dealing with clients for which they require qualification (14 Jan 2020 to 27 Jun 2022)
  • Emily Cook

    IRN EXC00077

    • (2369)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Aug 2020)
  • Emily Grace Martin

    IRN EXM00084

    • (2406)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Jun 2023)
  • Emily Jane Tarr

    IRN EJT01047

    • (2737)CF1 Director (AR) (19 May 2009 to 30 Jun 2014)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Marina Wynne (no longer appointed)

    FRN 512926 · Appointed 18 Nov 2009 · Until 1 Jun 2010

  • Gavin Hobson (no longer appointed)

    FRN 468516 · Appointed 18 Nov 2009 · Until 30 Nov 2012

  • Ian Gledhill (no longer appointed)

    FRN 512580 · Appointed 17 Nov 2009 · Until 7 Aug 2013

  • Tracey Daniel (no longer appointed)

    FRN 512566 · Appointed 17 Nov 2009 · Until 26 Aug 2011

  • Steven Hems (no longer appointed)

    FRN 512480 · Appointed 16 Nov 2009 · Until 23 Sep 2011

  • Kerry Hollowell (no longer appointed)

    FRN 512494 · Appointed 16 Nov 2009 · Until 16 Mar 2011

  • Martyn Benton (no longer appointed)

    FRN 512492 · Appointed 16 Nov 2009 · Until 1 Jun 2010

  • Joseph Clintworth (no longer appointed)

    FRN 512400 · Appointed 13 Nov 2009 · Until 16 Nov 2012

  • Andrew Paul Holland (no longer appointed)

    FRN 512365 · Appointed 13 Nov 2009 · Until 24 Apr 2012

  • Matthew Randall (no longer appointed)

    FRN 512390 · Appointed 13 Nov 2009 · Until 17 Dec 2012

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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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