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.

  • Kirsty Tamar White

    IRN KXW00123

    • (2346)Appointed representative dealing with clients for which they require qualification (14 May 2021 to 3 Dec 2021)
  • Kirsty Williams

    IRN WXK09137

    • (1162)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1164)CF1 Director (AR) (since 30 Oct 2023)
    • (1163)Appointed representative dealing with clients for which they require qualification (since 3 May 2022)
  • Kit Peter Thompson

    IRN KPT01025

    • (1575)CF1 Director (AR) (28 May 2010 to 11 Jan 2011)
  • Kristian Gareth Rodgers

    IRN KBR01017

    • (1561)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jan 2020)
    • (1560)CF30 Customer (21 Dec 2011 to 17 Oct 2013)
  • Kristina Slavicke

    IRN KXS00412

    • (437)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (438)Appointed representative dealing with clients for which they require qualification (since 1 Apr 2022)
  • Kulraj Athwal

    IRN KXA00074

    • (2384)Appointed representative dealing with clients for which they require qualification (11 Dec 2020 to 1 Nov 2023)
  • Kulvinder Singh Sohal

    IRN KXS00228

    • (2311)Appointed representative dealing with clients for which they require qualification (12 Jul 2021 to 18 Feb 2022)
  • Kurt Weston

    IRN KXW00073

    • (2593)CF4 Partner (AR) (21 Aug 2007 to 12 May 2014)
  • Kyriacos Maratheftis

    IRN KXM01602

    • (2693)CF4 Partner (AR) (1 Jul 2008 to 30 Dec 2014)
  • Lance William Anderson

    IRN LWA01007

    • (724)CF1 Director (AR) (20 Dec 2007 to 21 Apr 2010)
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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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