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.

  • Donna Louise Karim

    IRN DLK01020

    • (1745)CF1 Director (AR) (31 Oct 2004 to 15 May 2009)
  • Dorian Payne

    IRN DXP02178

    • (1176)CF1 Director (AR) (30 Dec 2015 to 23 Dec 2016)
  • Dorothy Angela Morris

    IRN DAM01212

    • (641)CF4 Partner (AR) (28 Jul 2008 to 26 Nov 2008)
  • Douglas John Bennett

    IRN DJB00012

    • (1807)CF30 Customer (1 Nov 2007 to 26 Jul 2019)
    • (1808)CF22 Investment Adviser (Trainee) (3 May 2007 to 31 Oct 2007)
  • Douglas John Crawford

    IRN DJC01425

    • (1426)CF3 Chief Executive (6 Apr 2010 to 10 Feb 2012)
    • (1427)CF1 Director (6 Apr 2010 to 10 Feb 2012)
  • Douglas Patrick Miller

    IRN DXM00302

    • (981)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (982)Appointed representative dealing with clients for which they require qualification (since 3 Dec 2021)
    • (983)CF1 Director (AR) (since 30 Nov 2021)
  • Douglas Stokes

    IRN DXS00162

    • (1248)CF4 Partner (AR) (2 Jul 2015 to 31 Mar 2016)
  • Duncan John Hunter Anderson

    IRN DJA01142

    • (1202)CF1 Director (AR) (31 Oct 2004 to 27 May 2009)
  • Duncan Joseph Forster

    IRN DJF01211

    • (15)CF1 Director (AR) (since 24 May 2013)
  • Duncan Lawrence Hodgson

    IRN DLH01095

    • (648)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (649)Appointed representative dealing with clients for which they require qualification (since 1 Sep 2020)
    • (650)CF1 Director (AR) (since 6 Jul 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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