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.

  • Antony Dodson

    IRN AXD00112

    • (1741)CF4 Partner (AR) (31 Oct 2004 to 24 May 2008)
  • Antony John Frost

    IRN AJF01165

    • (3155)CF1 Director (AR) (27 Oct 2008 to 28 Apr 2011)
  • Archibald Black Marshall

    IRN ABM00016

    • (1246)CF1 Director (AR) (14 Jan 2005 to 30 Jan 2015)
  • Arlene Patel

    IRN AXP01674

    • (327)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (328)Appointed representative dealing with clients for which they require qualification (since 2 Mar 2026)
  • Arron Bardoe

    IRN AXB01865

    • (1835)CF1 Director (AR) (11 Feb 2009 to 16 May 2009)
  • Asa Richard Testot

    IRN ART01106

    • (515)CF1 Director (AR) (2 Dec 2009 to 14 Sep 2010)
  • Asha Harpreet Kaur Rana

    IRN AXR00359

    • (2302)Appointed representative dealing with clients for which they require qualification (2 Nov 2021 to 30 Jan 2024)
  • Ashley Alder

    IRN AXA01268

    • (2181)Appointed representative dealing with clients for which they require qualification (27 Sep 2024 to 1 Dec 2024)
  • Ashley Davis

    IRN AXD90716

    • (2479)CF1 Director (AR) (13 Jan 2022 to 28 Feb 2022)
  • Ashley Paul McDowell

    IRN AXM00433

    • (2457)Appointed representative dealing with clients for which they require qualification (13 Jun 2022 to 28 Apr 2023)
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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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