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.

  • Jon Halbert

    IRN JXH00337

    • (3069)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Sep 2024)
  • Jon Paul Kelly

    IRN JPK01073

    • (3352)CF2 Non Executive Director (AR) (13 Dec 2010 to 11 Dec 2013)
  • Jon-Paul Edwards

    IRN JXE00054

    • (266)CF30 Customer (1 Nov 2007 to 30 Jun 2010)
    • (267)CF22 Investment Adviser (Trainee) (6 Mar 2007 to 31 Oct 2007)
    • (268)CF1 Director (AR) (4 Jan 2007 to 30 Jun 2010)
  • Jonathan Alan Norcutt

    IRN JXN00103

    • (963)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (964)Appointed representative dealing with clients for which they require qualification (since 3 Jun 2021)
    • (965)CF1 Director (AR) (since 2 Jun 2021)
  • Jonathan Allen Cheshire Staley

    IRN JAC01347

    • (1994)CF1 Director (AR) (13 Dec 2005 to 2 Oct 2006)
  • Jonathan Barnett

    IRN JNB01077

    • (1747)CF1 Director (AR) (19 Jul 2006 to 30 Nov 2012)
    • (1746)CF4 Partner (AR) (31 Oct 2004 to 9 Jun 2006)
  • Jonathan Barrie Porter

    IRN JXP00383

    • (2306)CF1 Director (AR) (16 Jan 2024 to 31 Mar 2024)
    • (2305)Appointed representative dealing with clients for which they require qualification (20 Sep 2021 to 11 Apr 2024)
  • Jonathan Burridge

    IRN JXB02038

    • (1757)CF1 Director (AR) (25 Jun 2007 to 3 Jul 2009)
  • Jonathan Chandler

    IRN JXC67431

    • (1109)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1110)Appointed representative dealing with clients for which they require qualification (since 3 Oct 2022)
    • (1111)CF1 Director (AR) (since 5 Sep 2022)
  • Jonathan Christopher Maxwell Bentley

    IRN JCB01267

    • (2758)CF1 Director (AR) (2 Jan 2009 to 4 Mar 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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