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.

  • Frank William Stone

    IRN FWS00004

    • (246)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (247)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Frederick Barry Richardson

    IRN FBR00003

    • (1457)CF1 Director (AR) (14 May 2015 to 14 May 2021)
    • (1456)CF4 Partner (AR) (16 Mar 2011 to 22 May 2015)
  • Frederick Millward

    IRN FXM00030

    • (1912)CF22 Investment Adviser (Trainee) (4 Mar 2004 to 7 Dec 2004)
  • Fuad-Al-Wasif Kamal

    IRN FXK00113

    • (369)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (370)Appointed representative dealing with clients for which they require qualification (since 18 Oct 2024)
  • Funda Cebeci

    IRN FXC00033

    • (978)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (979)Appointed representative dealing with clients for which they require qualification (since 14 Mar 2022)
    • (980)CF1 Director (AR) (since 2 Feb 2022)
  • GEETA NAIR

    IRN GXN01092

    • (754)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (755)Appointed representative dealing with clients for which they require qualification (since 2 Apr 2020)
    • (756)CF1 Director (AR) (since 26 Aug 2015)
  • Gareth Alan Wigdahl

    IRN GAW00020

    • (473)CF21 Investment Adviser (8 Nov 2005 to 31 May 2007)
    • (474)CF1 Director (AR) (1 Jan 2005 to 31 May 2007)
    • (472)CF22 Investment Adviser (Trainee) (1 Jan 2005 to 8 Nov 2005)
  • Gareth Chell

    IRN GXC01609

    • (2764)CF30 Customer (30 Nov 2011 to 26 Jul 2012)
  • Gareth Davies

    IRN GXD01329

    • (2600)CF1 Director (AR) (8 Dec 2006 to 31 Mar 2008)
  • Gareth John Jones

    IRN GXJ01138

    • (954)CF1 Director (AR) (15 Mar 2011 to 31 Oct 2012)
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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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