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.

  • Keith Victor Sturges

    IRN KVS01005

    • (14)CF1 Director (AR) (31 Oct 2004 to 11 May 2010)
  • Kelly Claire Ladlow

    IRN KXL00080

    • (2413)Appointed representative dealing with clients for which they require qualification (1 Sep 2020 to 8 Nov 2021)
  • Kelly Jolene Platten

    IRN KXP00410

    • (2188)Appointed representative dealing with clients for which they require qualification (11 Jun 2024 to 17 Oct 2024)
  • Kelly Louise Gibbon

    IRN KLG01021

    • (1314)CF1 Director (AR) (26 Oct 2007 to 18 Feb 2013)
  • Kelly Sian Coyne

    IRN KSB01040

    • (1650)CF1 Director (AR) (13 Jun 2007 to 30 Sep 2009)
  • Kelvin Facey

    IRN KEF00003

    • (1799)CF30 Customer (22 Jan 2008 to 30 Apr 2013)
    • (1800)CF1 Director (AR) (22 Jan 2008 to 30 Apr 2013)
  • Kendyl Binnie

    IRN KXB00187

    • (2320)Appointed representative dealing with clients for which they require qualification (13 Mar 2023 to 3 Jun 2024)
  • Kennedy Masango

    IRN KXM01499

    • (286)CF1 Director (AR) (1 Dec 2005 to 27 Aug 2008)
  • Kenneth Frank Redgwell

    IRN KFR01014

    • (1147)CF1 Director (AR) (31 Oct 2004 to 8 Jun 2008)
  • Kenneth Gordon Rush

    IRN KGR00001

    • (1251)CF4 Partner (AR) (31 Oct 2004 to 9 Jan 2006)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Show more

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

Show more