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.

  • Adam Abraham Kaplan

    IRN AAK01087

    • (799)CF1 Director (AR) (20 Aug 2012 to 31 Dec 2012)
  • Adam Blyth

    IRN AXB00418

    • (2383)Appointed representative dealing with clients for which they require qualification (19 Oct 2020 to 10 Dec 2022)
  • Adam Bolland

    IRN AXB00415

    • (78)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (79)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Adam Charles Benson

    IRN ACB01153

    • (187)CF30 Customer (1 Nov 2007 to 12 Dec 2008)
    • (188)CF22 Investment Adviser (Trainee) (26 Oct 2007 to 31 Oct 2007)
  • Adam Cummins

    IRN AXC00319

    • (1446)CF1 Director (AR) (10 Mar 2021 to 31 Oct 2022)
  • Adam Derek Webb

    IRN ADW01130

    • (1634)CF30 Customer (3 Dec 2007 to 26 Jul 2013)
  • Adam Evans

    IRN AXE00261

    • (361)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (362)Appointed representative dealing with clients for which they require qualification (since 11 Nov 2025)
    • (2186)Appointed representative dealing with clients for which they require qualification (26 Feb 2025 to 15 Jul 2025)
  • Adam Goddard

    IRN APG01128

    • (1538)Appointed representative dealing with clients for which they require qualification (12 Dec 2019 to 6 Aug 2020)
    • (1539)CF1 Director (AR) (6 Dec 2019 to 6 Aug 2020)
  • Adam Hall

    IRN AXH00613

    • (2261)Appointed representative dealing with clients for which they require qualification (23 Nov 2021 to 6 Oct 2023)
  • Adam Joseph Tarr

    IRN AJT01248

    • (2891)CF1 Director (AR) (28 May 2010 to 17 Jul 2013)
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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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