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.

  • Kevin Paul Buckland

    IRN KPB00014

    • (295)CF30 Customer (1 Nov 2007 to 8 Oct 2010)
    • (297)CF21 Investment Adviser (16 Mar 2006 to 31 Oct 2007)
    • (298)CF1 Director (AR) (31 Oct 2004 to 8 Oct 2010)
    • (296)CF22 Investment Adviser (Trainee) (28 Oct 2004 to 16 Mar 2006)
  • Kevin Paul Smith

    IRN KPS00005

    • (528)CF30 Customer (5 Mar 2010 to 2 Sep 2011)
    • (529)CF22 Investment Adviser (Trainee) (13 Sep 2007 to 31 Oct 2007)
  • Kevin Richard Paterson

    IRN KRP00023

    • (3335)CF1 Director (AR) (18 Oct 2022 to 14 Nov 2022)
  • Kevin Stewart Barker

    IRN KSB01027

    • (467)CF1 Director (AR) (31 Oct 2004 to 11 Jun 2010)
  • Kevin Wood

    IRN KXW00079

    • (2032)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Feb 2021)
  • Khushtaj Kumar Klare

    IRN KKK01010

    • (920)CF1 Director (AR) (10 Jul 2006 to 22 Mar 2011)
  • Kim Bogunovic

    IRN KXB46437

    • (2713)Appointed representative dealing with clients for which they require qualification (24 Mar 2020 to 12 Sep 2022)
    • (2714)CF1 Director (AR) (19 Mar 2020 to 12 Sep 2022)
  • Kim Gilbert

    IRN KXW01363

    • (108)CF1 Director (AR) (25 Jul 2008 to 29 Jun 2009)
  • Kim Lisa Tomkins

    IRN KLT01018

    • (3297)CF1 Director (AR) (13 Oct 2006 to 2 Feb 2009)
  • Kiran Kaur Singh

    IRN KXS00180

    • (508)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (509)Appointed representative dealing with clients for which they require qualification (since 13 Aug 2025)
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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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