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.

  • Michael Alan Allcock

    IRN MAA00017

    • (468)CF21 Investment Adviser (1 Dec 2001 to 13 Dec 2002)
  • Michael Anthony Hodges

    IRN MAH00079

    • (561)CF30 Customer (1 Nov 2007 to 25 Jan 2010)
    • (563)CF21 Investment Adviser (16 Mar 2006 to 31 Oct 2007)
    • (564)CF1 Director (AR) (31 Oct 2004 to 8 Oct 2010)
    • (562)CF22 Investment Adviser (Trainee) (28 Oct 2004 to 16 Mar 2006)
  • Michael Anthony Tomkinson

    IRN MAT01152

    • (696)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (697)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (698)CF1 Director (AR) (since 5 Feb 2007)
  • Michael Benjamin Coates

    IRN MBC01042

    • (3224)CF1 Director (AR) (18 Nov 2004 to 18 Jan 2011)
  • Michael Cairns

    IRN MXC01611

    • (554)CF2 Non Executive Director (AR) (17 Sep 2009 to 24 Feb 2011)
  • Michael Charles Bishop

    IRN MCB01190

    • (235)CF1 Director (AR) (4 Mar 2010 to 30 Sep 2013)
  • Michael Christopher Davies

    IRN MCD00013

    • (413)CF22 Investment Adviser (Trainee) (18 Mar 2003 to 31 May 2005)
  • Michael Christopher Fusco

    IRN MCF01036

    • (484)CF22 Investment Adviser (Trainee) (22 Nov 2004 to 9 May 2005)
  • Michael Christopher Usher

    IRN MXU00002

    • (1485)CF1 Director (AR) (12 Nov 2004 to 3 Mar 2016)
  • Michael Cooke

    IRN MXC03129

    • (1547)CF30 Customer (21 Dec 2015 to 27 Jul 2016)
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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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