Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
4 days ago

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    3700
    Birmingham Business Park
    Birmingham
    West Midlands
    B37 7YT
    UNITED KINGDOM
    Phone
    +443303030237
    Web
    https://www.primis.co.uk

  • Complaints Contact

    3700
    Birmingham Business Park
    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

  • 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 Retail (Non-Investment Insurance), Commercial, 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.

  • Alistair John Donaldson

    IRN AJD01322

    • (1598)CF1 Director (AR) (12 Dec 2011 to 31 Dec 2012)
    • (1597)CF30 Customer (12 Dec 2011 to 31 Dec 2012)
  • Alistair Lawrie

    IRN AXL00024

    • (1921)CF30 Customer (1 Nov 2007 to 1 Apr 2019)
    • (1922)CF22 Investment Adviser (Trainee) (27 Nov 2006 to 31 Oct 2007)
    • (1923)CF1 Director (AR) (27 Nov 2006 to 1 Apr 2019)
  • Allan Bates

    IRN AXB01997

    • (1109)CF1 Director (AR) (31 Oct 2004 to 4 Oct 2005)
  • Allan Henry Sorrell Pennington

    IRN AHP01036

    • (2836)CF1 Director (AR) (31 Oct 2004 to 21 Oct 2010)
  • Allan Kinnaird

    IRN AXK00081

    • (2006)CF30 Customer (3 Aug 2009 to 30 Nov 2012)
    • (2007)CF22 Investment Adviser (Trainee) (26 Apr 2007 to 31 Oct 2007)
  • Allan Marlow

    IRN AXM00444

    • (2434)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Dec 2025)
  • Allan William Williamson

    IRN AWW00011

    • (1188)CF30 Customer (1 Nov 2007 to 31 Mar 2008)
    • (1191)CF1 Director (AR) (16 Jul 2007 to 31 Mar 2008)
    • (1190)CF7 Sole Trader (AR) (25 May 2006 to 31 Jan 2007)
    • (1189)CF22 Investment Adviser (Trainee) (25 May 2006 to 31 Oct 2007)
  • Allanya Jade Booth

    IRN AXB00535

    • (2323)Appointed representative dealing with clients for which they require qualification (3 Mar 2021 to 10 Apr 2026)
  • Allen Young

    IRN AXY01064

    • (1792)CF4 Partner (AR) (4 Jul 2005 to 9 Feb 2009)
  • Allison Whiteley

    IRN AMW00040

    • (2695)CF30 Customer (1 Dec 2009 to 20 Dec 2012)
    • (2696)CF1 Director (AR) (16 May 2008 to 20 Dec 2012)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • ERL Consultancy Ltd (no longer appointed)

    FRN 469046 · Appointed 14 Jun 2007 · Until 1 Mar 2018

  • Essex Lending Solutions Ltd (no longer appointed)

    FRN 469001 · Appointed 14 Jun 2007 · Until 8 Jul 2013

  • FTS Financial (no longer appointed)

    FRN 469000 · Appointed 14 Jun 2007 · Until 27 Feb 2008

  • Nick Jackson (no longer appointed)

    FRN 215718 · Appointed 14 Jun 2007 · Until 26 Jan 2017

  • Kemp & Co Mortgage Solutions (no longer appointed)

    FRN 468859 · Appointed 11 Jun 2007 · Until 2 Nov 2007

  • Lea FS (no longer appointed)

    FRN 468857 · Appointed 11 Jun 2007 · Until 27 Oct 2012

  • Colin H Platt (no longer appointed)

    FRN 468858 · Appointed 11 Jun 2007 · Until 29 Jul 2009

  • Manor Parc Mortgages (no longer appointed)

    FRN 468867 · Appointed 11 Jun 2007 · Until 25 Apr 2008

  • Mortgage Xpress Ltd (no longer appointed)

    FRN 468751 · Appointed 7 Jun 2007 · Until 8 Feb 2010

  • DK Financial Ltd (no longer appointed)

    FRN 468615 · Appointed 4 Jun 2007 · Until 12 Jun 2015

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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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