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.

  • Mehulkumar Kanubhai Mahijibhai Patel

    IRN MKP01035

    • (822)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (823)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (824)CF1 Director (AR) (since 24 Feb 2016)
  • Melanie Creedy

    IRN MXC02135

    • (629)CF1 Director (AR) (5 Sep 2008 to 23 Sep 2010)
  • Melba Ann Henderson Reed

    IRN MAR01253

    • (610)CF4 Partner (AR) (15 May 2009 to 20 Oct 2010)
  • Melissa Duffy

    IRN MXD00634

    • (2208)Appointed representative dealing with clients for which they require qualification (25 Apr 2023 to 19 Jun 2024)
  • Melvyn Douglas Andrews

    IRN MDA00006

    • (436)CF30 Customer (1 Jun 2011 to 31 Oct 2012)
  • Memory Muchaneta Musekiwa

    IRN MMM01077

    • (825)CF1 Director (AR) (10 Jul 2007 to 19 Jul 2007)
  • Merrick George Allen

    IRN MXA02573

    • (3326)CF1 Director (AR) (9 Oct 2012 to 6 Jun 2014)
  • Mervyn Cyril Morgan

    IRN MCM00012

    • (393)CF4 Partner (AR) (5 Dec 2007 to 3 Dec 2008)
  • Mervyn William Cawston

    IRN MWC00003

    • (443)CF22 Investment Adviser (Trainee) (6 Mar 2003 to 15 Dec 2004)
  • Mia Booth

    IRN MXB04225

    • (2177)Appointed representative dealing with clients for which they require qualification (24 Jul 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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