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.

  • John Armstrong

    IRN JXA00099

    • (380)CF1 Director (AR) (7 Jul 2005 to 31 Oct 2012)
  • John Arnold Crabtree

    IRN JAC01325

    • (3317)CF4 Partner (AR) (1 Jul 2008 to 30 Dec 2014)
  • John Atton

    IRN JXA00132

    • (2418)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Feb 2023)
  • John Bampton

    IRN JHB00033

    • (1924)CF30 Customer (1 Nov 2007 to 19 Oct 2009)
    • (1925)CF22 Investment Adviser (Trainee) (21 Feb 2005 to 31 Oct 2007)
  • John Barlow

    IRN JXB00206

    • (2808)CF30 Customer (29 Apr 2009 to 31 Jan 2010)
  • John Barry Edwards

    IRN JBE00008

    • (1733)CF30 Customer (1 Nov 2007 to 31 Oct 2012)
    • (1735)CF1 Director (AR) (22 Mar 2005 to 27 May 2014)
    • (1734)CF22 Investment Adviser (Trainee) (19 Nov 2004 to 31 Oct 2007)
  • John Caddy

    IRN JXC00009

    • (2172)CF30 Customer (1 Nov 2007 to 30 Nov 2012)
    • (2173)CF22 Investment Adviser (Trainee) (21 Apr 2005 to 31 Oct 2007)
  • John Carpenter

    IRN JXC02445

    • (1492)CF1 Director (AR) (13 Jun 2011 to 30 Apr 2013)
  • John Charles Hutchings

    IRN JXH00179

    • (2476)Appointed representative dealing with clients for which they require qualification (6 Sep 2022 to 7 Apr 2023)
  • John Charles McGrath

    IRN JCM00030

    • (2665)CF1 Director (AR) (4 Mar 2016 to 30 Jun 2016)
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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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