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.

  • Glynn Fox

    IRN GXF01256

    • (1601)CF30 Customer (29 Oct 2018 to 1 Apr 2019)
    • (1602)CF4 Partner (AR) (17 Dec 2008 to 31 May 2019)
  • Gopal Krishan

    IRN GXK01604

    • (2761)CF1 Director (AR) (19 Mar 2018 to 28 May 2019)
  • Gordon Arthur Watson

    IRN GAW00025

    • (3021)CF1 Director (AR) (25 May 2010 to 4 Mar 2011)
  • Gordon Bruce Elder

    IRN GBE00003

    • (1339)CF1 Director (AR) (1 Aug 2006 to 23 Nov 2020)
  • Gordon Ernest Semple

    IRN GES00005

    • (721)CF4 Partner (AR) (31 Oct 2004 to 10 Jul 2009)
  • Gordon George Gough

    IRN GGG01014

    • (1107)CF4 Partner (AR) (31 Oct 2004 to 19 Jun 2007)
  • Gordon Ngu Achiri

    IRN GNA01012

    • (2661)CF30 Customer (9 Feb 2009 to 13 Nov 2012)
    • (2662)CF1 Director (AR) (21 Sep 2007 to 13 Apr 2016)
  • Gordon Staines

    IRN GXS01566

    • (2569)CF1 Director (AR) (19 Oct 2010 to 2 Feb 2012)
  • Grace Elizabeth Lesley Steele Riley

    IRN GXR00160

    • (2272)Appointed representative dealing with clients for which they require qualification (4 Mar 2024 to 15 Jul 2024)
  • Graeme Bingham

    IRN GXB00072

    • (2548)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Apr 2020)
    • (2549)CF1 Director (AR) (7 Mar 2017 to 17 Apr 2020)
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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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