Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
5 days ago

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    3700
    Birmingham Business Park
    Birmingham
    West Midlands
    B37 7YT
    UNITED KINGDOM
    Phone
    +443303030237
    Web
    https://www.primis.co.uk

  • Complaints Contact

    3700
    Birmingham Business Park
    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

  • 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 Retail (Non-Investment Insurance), Commercial, 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.

  • Jez Nijjar

    IRN JXN00241

    • (2218)Appointed representative dealing with clients for which they require qualification (15 Nov 2022 to 6 Jun 2023)
  • Jill Alison Turner

    IRN JAT00019

    • (2960)CF30 Customer (2 Mar 2010 to 31 Dec 2010)
  • Jill Barras

    IRN JXB00014

    • (20)CF1 Director (AR) (24 Aug 2007 to 26 Feb 2010)
  • Jill Patricia Dixon

    IRN JPD01161

    • (3367)CF4 Partner (AR) (21 Sep 2010 to 17 Jan 2013)
  • Jill Shirley Pullin

    IRN JXP00144

    • (540)21. Advising or arranging (bringing about) equity release transactions
    • (541)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (542)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Jill-Marie Jeffries

    IRN JMJ00003

    • (41)CF1 Director (AR) (since 26 Jun 2015)
    • (1520)CF4 Partner (AR) (31 Oct 2004 to 20 May 2015)
  • Joachim Claufice Ursene Mouanda

    IRN JXM00814

    • (3158)Appointed representative dealing with clients for which they require qualification (1 Feb 2023 to 5 Nov 2024)
  • Joan Mary Peck

    IRN JMP01217

    • (271)CF2 Non Executive Director (AR) (6 Jul 2009 to 31 Mar 2016)
  • Joan Murphy

    IRN JXM02368

    • (987)CF2 Non Executive Director (AR) (26 May 2011 to 17 Jul 2017)
    • (988)CF1 Director (AR) (13 Sep 2005 to 12 May 2011)
  • Joan Willans

    IRN JXW00277

    • (2379)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Oct 2020)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Richard James (no longer appointed)

    FRN 580062 · Appointed 24 Apr 2012 · Until 23 Sep 2016

  • Keenans Estate Agents Ltd (no longer appointed)

    FRN 580014 · Appointed 23 Apr 2012 · Until 9 Jun 2016

  • Luke Mellon (no longer appointed)

    FRN 579901 · Appointed 20 Apr 2012 · Until 22 Sep 2016

  • PCCB Ltd (no longer appointed)

    FRN 579802 · Appointed 19 Apr 2012 · Until 20 Apr 2026

  • Jenifer Rutherford (no longer appointed)

    FRN 579816 · Appointed 19 Apr 2012 · Until 30 Nov 2012

  • Christopher Purcell (no longer appointed)

    FRN 579563 · Appointed 18 Apr 2012 · Until 8 Aug 2013

  • Andrew Ian Knode (no longer appointed)

    FRN 195412 · Appointed 12 Apr 2012 · Until 10 Jun 2013

  • Paul West (no longer appointed)

    FRN 579059 · Appointed 4 Apr 2012 · Until 15 Oct 2013

  • Omega Financial Services Ltd (no longer appointed)

    FRN 192994 · Appointed 30 Mar 2012 · Until 30 Sep 2016

  • Sherdon Estate Agents (no longer appointed)

    FRN 578585 · Appointed 29 Mar 2012 · Until 15 Jun 2016

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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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