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.

  • Mary Rosina Gough

    IRN MRG00007

    • (194)CF21 Investment Adviser (1 Dec 2001 to 18 Dec 2003)
  • Marzena Komorowska

    IRN MXK00661

    • (2207)Appointed representative dealing with clients for which they require qualification (24 Apr 2023 to 5 May 2023)
  • Mathew Clamp

    IRN MXC02167

    • (1603)CF1 Director (AR) (12 Mar 2009 to 31 Mar 2010)
  • Mathew Justin Foakes

    IRN MJF01194

    • (116)CF1 Director (AR) (14 Nov 2008 to 5 Nov 2010)
  • Mathew Rees

    IRN MXR01527

    • (2541)CF2 Non Executive Director (AR) (14 Sep 2009 to 19 Oct 2009)
    • (2542)CF1 Director (AR) (28 Jun 2005 to 16 Apr 2009)
    • (2540)CF4 Partner (AR) (10 Nov 2004 to 10 May 2006)
  • Matt Showan

    IRN MXS00764

    • (2281)Appointed representative dealing with clients for which they require qualification (16 Aug 2021 to 16 Mar 2022)
  • Matthew Adam Metcalf

    IRN MAM00068

    • (1873)Appointed representative dealing with clients for which they require qualification (11 Mar 2020 to 16 Jul 2020)
  • Matthew Begley

    IRN MFB01048

    • (1751)CF30 Customer (13 Apr 2010 to 6 Jul 2011)
    • (1752)CF1 Director (AR) (22 Sep 2008 to 29 Nov 2013)
  • Matthew Chapman

    IRN MXC03409

    • (1310)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Jun 2020)
    • (1311)CF1 Director (AR) (15 May 2018 to 18 Sep 2023)
  • Matthew Cobb

    IRN MXC01264

    • (2178)Appointed representative dealing with clients for which they require qualification (22 Sep 2025 to 11 Mar 2026)
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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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