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.

  • Martin John Magee

    IRN MJM01437

    • (624)CF30 Customer (29 Nov 2011 to 31 Oct 2012)
  • Martin John Pitkeathly

    IRN MXP00102

    • (1450)CF30 Customer (1 Nov 2007 to 14 Jun 2010)
    • (1452)CF21 Investment Adviser (27 May 2005 to 31 Oct 2007)
    • (1453)CF1 Director (AR) (18 Aug 2004 to 14 Jun 2010)
    • (1451)CF22 Investment Adviser (Trainee) (18 Aug 2004 to 27 May 2005)
  • Martin John Price

    IRN MJP00114

    • (168)CF1 Director (AR) (31 Oct 2004 to 14 Nov 2008)
  • Martin Joseph Wyer

    IRN MXW00098

    • (1037)CF1 Director (AR) (5 Jan 2009 to 13 Nov 2009)
  • Martin Keith Jones

    IRN MKJ01008

    • (6)CF1 Director (AR) (7 Oct 2010 to 10 Apr 2012)
  • Martin Lawson

    IRN MXL00131

    • (1006)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1007)Appointed representative dealing with clients for which they require qualification (since 1 Nov 2021)
    • (1008)CF1 Director (AR) (since 16 Sep 2021)
    • (2732)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Oct 2021)
  • Martin McKendrick

    IRN MXM00149

    • (942)CF4 Partner (AR) (4 Aug 2005 to 30 Sep 2006)
    • (941)CF22 Investment Adviser (Trainee) (4 Aug 2005 to 30 Sep 2006)
  • Martin Nicholas Stephen North

    IRN MNN00002

    • (590)CF30 Customer (9 Jul 2010 to 16 Mar 2011)
  • Martin Paul Igoe

    IRN MXI00009

    • (424)CF1 Director (AR) (31 Oct 2004 to 25 Aug 2005)
  • Martin Porter

    IRN MXP00198

    • (1209)CF30 Customer (21 Jul 2015 to 31 Aug 2017)
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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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