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.

  • Geoff Irvine

    IRN GAI00005

    • (3157)CF1 Director (AR) (16 Nov 2004 to 19 Feb 2016)
  • Geoffrey Hill

    IRN GXH00024

    • (299)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (300)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Geoffrey Oliver

    IRN GXO00011

    • (1373)CF1 Director (AR) (25 May 2007 to 29 Nov 2013)
  • Geoffrey Plommer

    IRN GRP00016

    • (3188)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Apr 2020)
    • (3186)CF30 Customer (1 Nov 2007 to 5 Apr 2020)
    • (3187)CF22 Investment Adviser (Trainee) (9 Aug 2007 to 31 Oct 2007)
    • (3189)CF1 Director (AR) (29 Mar 2006 to 5 Apr 2020)
  • Geoffrey Potts

    IRN GXP00047

    • (320)CF30 Customer (1 Nov 2007 to 3 Nov 2009)
    • (321)CF22 Investment Adviser (Trainee) (3 Jan 2006 to 31 Oct 2007)
  • Geoffrey Wright

    IRN GXW00092

    • (1220)CF4 Partner (AR) (17 Nov 2008 to 10 Feb 2009)
  • George Alexander Bootland

    IRN GAB01118

    • (939)CF1 Director (AR) (11 Jul 2006 to 23 Feb 2009)
  • George Allan Connochie

    IRN GAC00020

    • (2100)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Aug 2025)
    • (2101)CF1 Director (AR) (12 Mar 2009 to 29 Aug 2025)
  • George Crawford Preece

    IRN GCP01036

    • (1123)CF1 Director (AR) (4 Jun 2009 to 27 Nov 2009)
  • George Henry Diamond

    IRN GHD00002

    • (1481)CF4 Partner (AR) (27 Feb 2009 to 30 Nov 2012)
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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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