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.

  • Jonathan Convery

    IRN JXC02174

    • (3237)CF1 Director (AR) (21 Dec 2010 to 9 Nov 2012)
    • (3236)CF30 Customer (11 Nov 2008 to 15 May 2009)
  • Jonathan Froggett

    IRN JXF00040

    • (773)CF1 Director (AR) (5 Sep 2006 to 25 Nov 2008)
  • Jonathan Gerard Tait

    IRN JGT01087

    • (1179)CF1 Director (AR) (since 23 Nov 2022)
  • Jonathan Howard David Lester

    IRN JHL00004

    • (1786)CF30 Customer (25 Jun 2012 to 31 Dec 2012)
  • Jonathan Hulse

    IRN JXH00335

    • (146)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (147)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Jonathan Ian Paine

    IRN JIP00002

    • (1112)CF30 Customer (1 Jul 2010 to 28 Oct 2012)
  • Jonathan James Smith

    IRN JJS01108

    • (3235)CF1 Director (AR) (18 Oct 2007 to 22 Aug 2011)
  • Jonathan Mark Boyle

    IRN JMB00066

    • (241)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (242)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Jonathan Martin Daws-Chew

    IRN JXD00150

    • (81)CF30 Customer (1 Nov 2007 to 20 Nov 2007)
    • (83)CF1 Director (AR) (8 Apr 2005 to 20 Nov 2007)
    • (82)CF22 Investment Adviser (Trainee) (8 Apr 2005 to 31 Oct 2007)
  • Jonathan Michael Camm

    IRN JXC00134

    • (2075)Appointed representative dealing with clients for which they require qualification (26 Mar 2024 to 8 Apr 2024)
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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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