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.

  • Jeevan Singh Seehra

    IRN JXS03341

    • (391)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (392)Appointed representative dealing with clients for which they require qualification (since 27 Nov 2023)
  • Jeff Da Silva Cortez

    IRN JXD00465

    • (2283)Appointed representative dealing with clients for which they require qualification (21 Mar 2023 to 14 Aug 2023)
  • Jeff Harris

    IRN JXH01577

    • (3202)CF1 Director (AR) (11 Jun 2012 to 28 Jun 2013)
  • Jeffrey Jonathan Brierley

    IRN JJB00025

    • (491)CF1 Director (AR) (12 Jan 2011 to 31 Mar 2016)
  • Jeffrey Lee MacKennall

    IRN JLM00016

    • (924)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (925)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (926)CF1 Director (AR) (since 12 Feb 2010)
  • Jeffrey Raymond Baxter

    IRN JRB01208

    • (1885)CF1 Director (AR) (19 Apr 2007 to 18 Feb 2013)
  • Jeffrey Robert Wells

    IRN JRW01266

    • (803)CF1 Director (AR) (10 Oct 2012 to 19 Jul 2013)
  • Jeffrey Simon Epstein

    IRN JSE00005

    • (238)CF1 Director (AR) (17 Nov 2004 to 4 Oct 2005)
  • Jeffrey Watkins

    IRN JXW00074

    • (903)CF30 Customer (1 Nov 2007 to 26 Mar 2010)
    • (904)CF22 Investment Adviser (Trainee) (16 Oct 2006 to 31 Oct 2007)
    • (905)CF7 Sole Trader (AR) (16 Oct 2006 to 31 Jan 2007)
  • Jemma Gibson

    IRN JXG00186

    • (120)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (121)Appointed representative dealing with clients for which they require qualification (since 16 Dec 2019)
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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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