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.

  • Fiona Katherine Ferris-Caley

    IRN FKF01000

    • (621)CF1 Director (13 Aug 2010 to 28 Jan 2011)
    • (619)CF11 Money Laundering Reporting (13 Aug 2010 to 28 Jan 2011)
    • (620)CF10 Compliance Oversight (1 Oct 2008 to 28 Jan 2011)
  • Fiona Lenci Harris

    IRN FXH00010

    • (1066)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1067)Appointed representative dealing with clients for which they require qualification (since 24 Mar 2022)
    • (1068)CF1 Director (AR) (since 1 Mar 2022)
  • Fiona McLean

    IRN FXM01435

    • (2757)CF30 Customer (9 Jun 2011 to 25 Oct 2012)
  • Flynn Dwyer

    IRN FXD00087

    • (413)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (414)Appointed representative dealing with clients for which they require qualification (since 3 Apr 2025)
  • Fotis Andreas Joannou

    IRN FAJ00002

    • (2697)CF30 Customer (25 Aug 2009 to 26 Nov 2013)
    • (2698)CF1 Director (AR) (31 Oct 2004 to 26 Sep 2023)
  • Foyez Ali

    IRN FXA00068

    • (2296)Appointed representative dealing with clients for which they require qualification (6 May 2022 to 17 Jun 2024)
  • Frances Nina Bryan

    IRN FNB01002

    • (2747)CF4 Partner (AR) (19 Mar 2010 to 1 Apr 2013)
    • (2746)CF30 Customer (19 Mar 2010 to 1 Apr 2013)
  • Frances Patricia Neil

    IRN FPN01003

    • (930)CF1 Director (AR) (22 May 2006 to 10 Jun 2011)
  • Francis Frederick Lappin

    IRN FFL00001

    • (434)CF30 Customer (1 Nov 2007 to 27 Nov 2012)
    • (435)CF24 Pension Transfer Specialist (1 Jan 2005 to 31 Oct 2007)
  • Frank Buchanan Bryceland

    IRN FBB00001

    • (1102)CF4 Partner (AR) (26 May 2011 to 30 Nov 2012)
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