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.

  • John Robert Timothy Ruddick

    IRN JXR00075

    • (1874)Responsible for Insurance Mediation (14 Jan 2005 to 13 Jul 2012)
    • (1878)CF8 Apportionment and Oversight (27 Mar 2003 to 31 Mar 2009)
    • (1877)CF10 Compliance Oversight (27 Mar 2003 to 1 Dec 2006)
    • (1876)CF11 Money Laundering Reporting (27 Mar 2003 to 19 Feb 2007)
    • (1879)CF1 Director (1 Dec 2001 to 13 Jul 2012)
    • (1875)CF21 Investment Adviser (1 Dec 2001 to 15 Oct 2002)
  • John Ross Gallant

    IRN JRG01118

    • (1289)CF4 Partner (AR) (31 Oct 2004 to 31 Jul 2013)
  • John Roy Cummings

    IRN JRC01176

    • (3063)CF30 Customer (28 Feb 2011 to 23 Jul 2012)
  • John Samuels

    IRN JXS00253

    • (2469)Appointed representative dealing with clients for which they require qualification (19 Apr 2022 to 20 Jan 2026)
  • John Scott Douglas Howell

    IRN JSH00033

    • (991)CF2 Non Executive Director (AR) (8 Oct 2008 to 24 Jun 2010)
  • John Sharples

    IRN JXS00081

    • (2887)CF1 Director (AR) (27 Feb 2008 to 26 Mar 2010)
  • John Stallan

    IRN JXS00362

    • (164)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (165)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • John Stuart Warr

    IRN JSW00030

    • (1238)CF21 Investment Adviser (25 Jun 2007 to 28 Sep 2007)
    • (1237)CF22 Investment Adviser (Trainee) (5 May 2006 to 25 Jun 2007)
  • John Vincent Beirne

    IRN JVB00008

    • (3100)CF4 Partner (AR) (19 Oct 2007 to 19 Apr 2010)
  • Johora Mudabbir

    IRN JXM03623

    • (597)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (598)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (599)CF1 Director (AR) (since 30 Sep 2015)
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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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