Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
3 weeks ago
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Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    3700
    Birmingham Business Park
    Parkside
    Birmingham
    West Midlands
    B37 7YT
    UNITED KINGDOM
    Phone
    +443303030237
    Web
    https://www.primis.co.uk

  • Complaints Contact

    3700
    Birmingham Business Park
    Parkside
    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

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • 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 Commercial, Retail (Non-Investment Insurance), 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.

  • Gillian Elaine Smith

    IRN GES01044

    • (955)CF4 Partner (AR) (30 Jan 2006 to 8 Jun 2007)
  • Giovanni Antonio Brunetti

    IRN GAB00002

    • (2982)CF30 Customer (1 Nov 2007 to 31 Dec 2008)
    • (2985)CF4 Partner (AR) (6 Mar 2007 to 31 Dec 2008)
    • (2984)CF21 Investment Adviser (20 May 2004 to 31 Oct 2007)
    • (2983)CF22 Investment Adviser (Trainee) (6 Oct 2003 to 20 May 2004)
  • Giovanni Mandato

    IRN GXM00188

    • (2349)Appointed representative dealing with clients for which they require qualification (31 Oct 2022 to 22 Dec 2023)
  • Giuseppe Pinelli

    IRN GXP01392

    • (615)CF1 Director (AR) (12 Nov 2008 to 20 Oct 2011)
  • Glan Davies

    IRN GXD01366

    • (655)CF1 Director (AR) (25 Feb 2008 to 25 Jan 2010)
  • Glen Alan Parsons

    IRN GAP00019

    • (2020)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Sep 2024)
    • (2019)CF30 Customer (17 Sep 2009 to 31 Oct 2012)
  • Glen Daniel Davis

    IRN GDD00006

    • (870)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (871)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (872)CF1 Director (AR) (since 15 Apr 2009)
  • Glen Patrick Gannon

    IRN GPG01026

    • (819)CF1 Director (AR) (15 Apr 2009 to 29 Oct 2009)
  • Glen Roman Clark

    IRN GRC00021

    • (1098)CF1 Director (AR) (31 Oct 2004 to 4 Jan 2006)
  • Glyn Thomas Baxter

    IRN GXB00060

    • (2130)CF30 Customer (1 Nov 2007 to 18 Jul 2008)
    • (2131)CF22 Investment Adviser (Trainee) (26 Oct 2007 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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