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.

  • Lee Andrew Morgan

    IRN LAM01098

    • (718)CF1 Director (AR) (13 Mar 2008 to 8 Mar 2011)
  • Lee Barry Gardner

    IRN LBG00001

    • (2972)CF30 Customer (1 Nov 2007 to 30 Nov 2012)
    • (2974)CF1 Director (AR) (5 Apr 2005 to 17 Dec 2012)
    • (2973)CF22 Investment Adviser (Trainee) (8 Dec 2004 to 31 Oct 2007)
  • Lee David Howard

    IRN LDH01039

    • (2716)CF4 Partner (AR) (21 Aug 2008 to 31 Dec 2013)
  • Lee David Monaghan

    IRN LDM01028

    • (743)CF2 Non Executive Director (AR) (17 Nov 2008 to 19 Dec 2008)
  • Lee Davis

    IRN LXD00076

    • (2455)CF1 Director (AR) (24 Aug 2021 to 25 Dec 2025)
    • (2454)Appointed representative dealing with clients for which they require qualification (20 Apr 2020 to 25 Dec 2025)
  • Lee Dylan Guest

    IRN LDG01014

    • (3073)CF1 Director (AR) (8 Dec 2008 to 10 Apr 2014)
  • Lee George Crichton

    IRN LXC00229

    • (485)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (486)Appointed representative dealing with clients for which they require qualification (since 30 Mar 2026)
  • Lee Harvey Nugent

    IRN LHN00001

    • (687)CF30 Customer (18 Mar 2010 to 31 Oct 2012)
  • Lee Jason Whiteside

    IRN LJW00011

    • (2587)CF30 Customer (18 Aug 2008 to 27 Nov 2012)
  • Lee Kelvin Mynard

    IRN LKM01020

    • (2616)CF1 Director (AR) (2 Feb 2007 to 3 Apr 2009)
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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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