Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
3 weeks ago
Watch for changes

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.

  • Graham Leslie Sayer

    IRN GLS01057

    • (1004)CF1 Director (AR) (1 Jul 2005 to 30 Oct 2008)
  • Graham Philip Harfleet

    IRN GPH01065

    • (1423)CF4 Partner (AR) (18 Mar 2008 to 23 Jan 2010)
  • Graham Rhys Carver

    IRN GRC00006

    • (183)CF21 Investment Adviser (8 Nov 2005 to 31 Aug 2006)
    • (184)CF1 Director (AR) (1 Jan 2005 to 31 May 2007)
    • (182)CF22 Investment Adviser (Trainee) (1 Jan 2005 to 8 Nov 2005)
  • Graham Richard Birch

    IRN GRB00034

    • (310)CF30 Customer (28 Apr 2010 to 23 Dec 2010)
  • Graham Richardson

    IRN GXR00092

    • (2017)CF1 Director (AR) (15 Jan 2009 to 12 Jul 2013)
    • (2015)CF30 Customer (1 Nov 2007 to 12 Jul 2013)
    • (2016)CF22 Investment Adviser (Trainee) (4 Oct 2006 to 31 Oct 2007)
  • Graham Ridgway Opie

    IRN GRO00001

    • (1803)CF30 Customer (1 Nov 2007 to 25 Oct 2012)
    • (1805)CF21 Investment Adviser (27 May 2005 to 31 Oct 2007)
    • (1804)CF22 Investment Adviser (Trainee) (29 Dec 2003 to 27 May 2005)
  • Graham Sampson

    IRN GXS00159

    • (160)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (161)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Graham Williams

    IRN GXW00115

    • (670)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Dec 2019)
  • Grant Lee Evans

    IRN GXE00030

    • (1982)CF1 Director (AR) (25 May 2011 to 30 Nov 2012)
    • (1981)CF30 Customer (3 Feb 2010 to 30 Nov 2012)
  • Grant Trevor Livingstone

    IRN GTL01010

    • (2798)CF30 Customer (6 Nov 2009 to 28 Apr 2011)
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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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