Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
3 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.

  • Matthew Thomas Lloyd

    IRN MTL01041

    • (627)CF30 Customer (25 Jul 2008 to 27 Jul 2010)
  • Matthew Towe

    IRN MXT00449

    • (1518)CF1 Director (AR) (21 Nov 2022 to 14 May 2026)
  • Matthew Waters

    IRN MXW00293

    • (966)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (968)CF1 Director (AR) (since 29 Jul 2025)
    • (967)Appointed representative dealing with clients for which they require qualification (since 13 Feb 2023)
  • Matthew Watson

    IRN MXW01421

    • (522)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (523)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Matthew Winder

    IRN MXW01623

    • (39)CF1 Director (AR) (3 Feb 2009 to 4 Mar 2011)
  • Matthew Woods

    IRN MXW00214

    • (2376)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Mar 2020)
  • Maura Catherine Johnston

    IRN MCJ01062

    • (3096)CF30 Customer (26 Jun 2018 to 31 Jan 2020)
  • Maureen June Heeks

    IRN MJH01495

    • (976)CF2 Non Executive Director (AR) (10 Feb 2006 to 14 Jan 2010)
  • Maureen Lesley Fitzgerald

    IRN MLF01038

    • (793)CF1 Director (AR) (29 Oct 2007 to 18 Jan 2010)
  • Maureen Sylvia Pazzaglia

    IRN MSP01061

    • (1317)CF4 Partner (AR) (5 Oct 2010 to 6 Apr 2020)
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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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