Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
2 days ago

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    3700
    Birmingham Business Park
    Birmingham
    West Midlands
    B37 7YT
    UNITED KINGDOM
    Phone
    +443303030237
    Web
    https://www.primis.co.uk

  • Complaints Contact

    3700
    Birmingham Business Park
    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

  • 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 Retail (Non-Investment Insurance), Commercial, 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.

  • Mark Richard Adams

    IRN MRA01080

    • (834)CF4 Partner (AR) (2 Aug 2007 to 30 Oct 2007)
  • Mark Richard Bruce

    IRN MRB01187

    • (1173)CF4 Partner (AR) (31 Oct 2004 to 6 Feb 2013)
  • Mark Robert Potter

    IRN MRP00011

    • (3146)CF4 Partner (AR) (19 Jun 2007 to 30 Oct 2007)
  • Mark Robert Walter Sloan

    IRN MRS01164

    • (2889)CF30 Customer (14 Dec 2011 to 31 Oct 2012)
    • (2890)CF1 Director (AR) (16 Nov 2011 to 1 Apr 2013)
  • Mark Sacha Orr

    IRN MXO83806

    • (252)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (253)Appointed representative dealing with clients for which they require qualification (since 17 Nov 2022)
  • Mark Stanton

    IRN MXS00129

    • (2561)CF4 Partner (AR) (30 Nov 2010 to 7 May 2015)
    • (2562)CF1 Director (AR) (9 Dec 2004 to 29 Nov 2010)
  • Mark Steinle

    IRN MXS02788

    • (1573)CF1 Director (AR) (11 Nov 2010 to 13 Mar 2015)
  • Mark Stephen Carroll

    IRN MSC00014

    • (2076)CF30 Customer (15 Feb 2010 to 31 Oct 2012)
  • Mark Tanner

    IRN MXT00130

    • (2419)Appointed representative dealing with clients for which they require qualification (1 May 2020 to 26 Feb 2021)
  • Mark Taylor Evans

    IRN MTE01008

    • (1663)Appointed representative dealing with clients for which they require qualification (2 Sep 2021 to 1 Nov 2023)
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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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