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 Julian Manning

    IRN JJM01237

    • (2707)CF1 Director (AR) (18 Jun 2012 to 31 Jul 2013)
    • (2706)CF4 Partner (AR) (24 Jun 2008 to 10 Feb 2011)
  • John Karamouzis

    IRN JXK00048

    • (1434)CF30 Customer (21 May 2010 to 11 Jan 2011)
  • John Lawson McNeil

    IRN JLM00026

    • (1992)Appointed representative dealing with clients for which they require qualification (29 Sep 2020 to 6 Jan 2025)
  • John Lowe

    IRN JXL01448

    • (2989)SMF9 Chair of the Governing Body (10 Nov 2023 to 1 May 2026)
    • (2988)SMF10 Chair of the Risk Committee (21 Jul 2023 to 10 Nov 2023)
  • John Martin Little

    IRN JML01067

    • (332)CF2 Non Executive Director (25 Oct 2006 to 30 Jun 2008)
  • John McDonagh

    IRN JXM00115

    • (3109)CF1 Director (AR) (17 Dec 2009 to 12 Feb 2010)
    • (3107)CF30 Customer (2 Sep 2009 to 12 Feb 2010)
    • (3108)CF4 Partner (AR) (31 Oct 2004 to 12 Feb 2010)
  • John Michael Scott

    IRN JXS01878

    • (2200)Appointed representative dealing with clients for which they require qualification (4 Oct 2023 to 5 Jul 2024)
  • John Murphy

    IRN JXM00074

    • (581)CF1 Director (AR) (14 Sep 2005 to 19 Jan 2018)
  • John Neil Poole

    IRN JNP00003

    • (1798)CF4 Partner (AR) (31 Oct 2005 to 26 Mar 2008)
    • (1797)CF22 Investment Adviser (Trainee) (12 Nov 2004 to 22 Nov 2005)
  • John Nevill Hodgins

    IRN JNH01065

    • (3339)CF1 Director (AR) (25 Aug 2009 to 6 Nov 2014)
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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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