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.

  • Brian Johnson

    IRN BXJ00002

    • (193)CF21 Investment Adviser (1 Dec 2001 to 18 Dec 2003)
  • Brian Johnstone Learmonth

    IRN BJL00009

    • (169)CF30 Customer (28 Mar 2008 to 22 Aug 2008)
  • Brian Martin

    IRN BXM00326

    • (2225)Appointed representative dealing with clients for which they require qualification (5 Sep 2022 to 31 May 2023)
  • Brian Matthews

    IRN BXM00088

    • (2049)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Mar 2021)
    • (2048)CF4 Partner (AR) (4 Nov 2004 to 16 Aug 2016)
  • Brian McDonnell

    IRN BXM01599

    • (1571)CF30 Customer (2 Apr 2012 to 31 Oct 2012)
  • Brian Michael Imrie

    IRN BMI01002

    • (1024)CF1 Director (AR) (10 Feb 2005 to 19 Aug 2011)
  • Brian Richard Collingwood

    IRN BRC00007

    • (2655)CF30 Customer (8 Apr 2009 to 26 Oct 2011)
  • Brian Robert Mellor

    IRN BRM01056

    • (350)CF1 Director (AR) (13 Aug 2009 to 30 Sep 2010)
  • Brian Robin Bennis

    IRN BRB01022

    • (1435)CF1 Director (AR) (31 Oct 2004 to 26 Feb 2009)
  • Brian Stuart Jones

    IRN BSJ00004

    • (463)CF30 Customer (1 Nov 2007 to 21 Jan 2009)
    • (465)CF1 Director (AR) (2 Oct 2007 to 29 Jan 2009)
    • (464)CF22 Investment Adviser (Trainee) (2 Oct 2007 to 31 Oct 2007)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Show more

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

Show more