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.

  • Alan Wynne

    IRN AXW00074

    • (2124)Appointed representative dealing with clients for which they require qualification (13 Mar 2020 to 11 May 2020)
  • Alan Young

    IRN AXY00010

    • (2683)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jul 2025)
    • (2684)CF1 Director (AR) (9 Dec 2009 to 31 Jul 2025)
  • Alannah Jade Hall

    IRN AXH00575

    • (459)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (460)Appointed representative dealing with clients for which they require qualification (since 2 Dec 2024)
  • Alasdair McKinven McPhee

    IRN AXM00189

    • (437)CF30 Customer (10 Oct 2008 to 28 Nov 2016)
  • Alastair Adrian Clarke

    IRN AAC00019

    • (2875)CF30 Customer (19 Oct 2011 to 25 Oct 2012)
  • Alastair Livingstone

    IRN AXL00029

    • (3244)CF30 Customer (6 May 2008 to 31 Dec 2012)
    • (3245)CF1 Director (AR) (27 Nov 2006 to 31 Dec 2012)
  • Alex Mudabbir

    IRN AXM05661

    • (2175)Appointed representative dealing with clients for which they require qualification (18 Aug 2025 to 18 Feb 2026)
  • Alexander Brogan

    IRN AXB00413

    • (138)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (139)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Alexander Bruce Stewart

    IRN ABS00001

    • (3207)CF1 Director (AR) (2 Jun 2005 to 30 Apr 2013)
  • Alexander George Milne

    IRN AGM01188

    • (565)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (566)Appointed representative dealing with clients for which they require qualification (since 17 May 2022)
    • (567)CF1 Director (AR) (since 29 Apr 2022)
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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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