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 Alan Gill

    IRN MAG01136

    • (1732)CF30 Customer (15 Jun 2012 to 31 Dec 2012)
  • Mark Alan Piper

    IRN MAP01204

    • (237)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (238)Appointed representative dealing with clients for which they require qualification (since 3 Jul 2023)
  • Mark Andrew English

    IRN MAE01076

    • (25)CF1 Director (AR) (21 Sep 2006 to 23 Jan 2010)
    • (24)CF4 Partner (AR) (31 Oct 2004 to 6 Oct 2005)
  • Mark Andrew Wheatley

    IRN MAW00035

    • (1880)CF1 Director (AR) (22 Mar 2007 to 12 Jun 2008)
  • Mark Blair

    IRN MXB02156

    • (712)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (711)21. Advising or arranging (bringing about) equity release transactions
    • (713)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (714)CF1 Director (AR) (since 2 Mar 2007)
  • Mark Botfield

    IRN MXB02070

    • (28)CF1 Director (AR) (31 Oct 2004 to 1 Jul 2005)
  • Mark Brayshay

    IRN MXB03009

    • (1559)CF30 Customer (13 Jul 2012 to 3 Oct 2018)
  • Mark Brindle

    IRN MXB00010

    • (1255)CF30 Customer (13 Mar 2012 to 28 May 2014)
  • Mark Bull

    IRN MXB00073

    • (2640)CF30 Customer (1 Nov 2007 to 2 Oct 2012)
    • (2642)CF1 Director (AR) (8 Feb 2007 to 2 Oct 2012)
    • (2641)CF22 Investment Adviser (Trainee) (8 Feb 2007 to 31 Oct 2007)
  • Mark Clifford Jenner

    IRN MCJ00003

    • (2923)CF30 Customer (1 Nov 2007 to 3 Jan 2008)
    • (2924)CF22 Investment Adviser (Trainee) (10 Aug 2006 to 31 Oct 2007)
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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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