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.

  • Joanne Wendy Chapman

    IRN JWC01153

    • (1471)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Dec 2023)
    • (1472)CF1 Director (AR) (17 May 2018 to 18 Dec 2023)
  • Jocelyn James Dyer

    IRN JJD01104

    • (199)CF2 Non Executive Director (AR) (27 Jul 2009 to 26 Nov 2012)
  • Jody Pearmain

    IRN JEP01162

    • (3330)CF1 Director (AR) (10 Aug 2011 to 19 Mar 2015)
  • Joel Pomeroy

    IRN JXP00193

    • (2728)Appointed representative dealing with clients for which they require qualification (14 Sep 2021 to 12 May 2026)
  • John Albert Ibbs

    IRN JAI00005

    • (2005)CF1 Director (AR) (6 Nov 2008 to 31 Mar 2011)
    • (2004)CF30 Customer (6 Nov 2008 to 31 Jul 2009)
  • John Alexander Draper

    IRN JAD01226

    • (3194)CF1 Director (AR) (23 Feb 2006 to 11 Jun 2010)
  • John Andrew Evans

    IRN JAE00013

    • (23)CF21 Investment Adviser (1 Dec 2001 to 18 Dec 2003)
  • John Andrew Pearce

    IRN JAP00021

    • (722)CF1 Director (AR) (21 Oct 2004 to 26 Oct 2005)
  • John Anthony Osborne

    IRN JAO01049

    • (70)CF1 Director (AR) (11 Nov 2008 to 7 Aug 2009)
  • John Anthony Thaddeus Butterworth

    IRN JAB00077

    • (637)CF1 Director (AR) (9 Oct 2008 to 25 Feb 2011)
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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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