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.

  • Kashif Javaid

    IRN KXJ00067

    • (2659)Appointed representative dealing with clients for which they require qualification (21 Jan 2021 to 28 Feb 2025)
  • Kasim Malik Khalil

    IRN KMK01014

    • (731)CF1 Director (AR) (10 Dec 2007 to 29 Jun 2010)
  • Katarina Herman

    IRN KXH00247

    • (469)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (470)Appointed representative dealing with clients for which they require qualification (since 20 Jul 2021)
  • Kate Banks-Davies

    IRN KXB00135

    • (180)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (181)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Kate Elizabeth Ashton

    IRN KER01023

    • (1593)[FCA CF] Significant management (21 May 2024 to 17 Nov 2025)
  • Katharine Taylor

    IRN KXT00066

    • (2426)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 Apr 2026)
  • Katherine Hannaford

    IRN KXH00114

    • (2377)Appointed representative dealing with clients for which they require qualification (6 Jul 2020 to 22 Aug 2020)
  • Katherine Mary Nind

    IRN KMN01029

    • (1018)CF1 Director (AR) (11 Mar 2005 to 21 Jun 2005)
  • Katherine Sarah Young

    IRN KSG00011

    • (727)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (728)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (729)CF1 Director (AR) (since 15 Feb 2006)
    • (3172)CF30 Customer (17 Sep 2008 to 29 Mar 2018)
    • (3173)CF22 Investment Adviser (Trainee) (21 Dec 2004 to 20 Feb 2006)
  • Kathleen Susan Ruscoe

    IRN KSR00007

    • (1767)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Apr 2021)
    • (1768)CF1 Director (AR) (1 Dec 2008 to 9 Apr 2021)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Show more

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

Show more