Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
3 weeks ago
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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.

  • Balbant Singh Sencee

    IRN BXS00211

    • (2295)Appointed representative dealing with clients for which they require qualification (28 Apr 2021 to 9 Oct 2023)
  • Baljit Singh Chokar

    IRN BSC01051

    • (1134)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1135)Appointed representative dealing with clients for which they require qualification (since 10 Jun 2022)
    • (1136)CF1 Director (AR) (since 9 May 2022)
  • Barbara Mary Jackson

    IRN BXJ00026

    • (565)CF21 Investment Adviser (1 Dec 2001 to 15 Nov 2002)
  • Barbara Poole

    IRN BXP01225

    • (1218)CF4 Partner (AR) (14 Jan 2005 to 6 Nov 2008)
  • Barrie Inglis Williams

    IRN BIW00001

    • (394)CF1 Director (AR) (8 Mar 2007 to 31 Mar 2010)
  • Barrie Richard Prynne Jones

    IRN BRJ00004

    • (411)CF30 Customer (1 Nov 2007 to 25 Apr 2008)
    • (412)CF22 Investment Adviser (Trainee) (14 Mar 2007 to 31 Oct 2007)
  • Barry Agnew

    IRN BXA00046

    • (96)CF1 Director (AR) (21 Apr 2009 to 1 Apr 2013)
  • Barry George Smith

    IRN BXS00043

    • (715)CF1 Director (AR) (10 Dec 2007 to 29 Jun 2010)
  • Barry Keith Wise

    IRN BXW00080

    • (207)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (208)Appointed representative dealing with clients for which they require qualification (since 10 Sep 2024)
  • Barry Martin-Pitt

    IRN BXM00046

    • (557)CF1 Director (AR) (4 Nov 2004 to 10 Jun 2005)
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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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