Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
3 weeks ago
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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.

  • Deniz Bora Erden

    IRN DBE00001

    • (813)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (814)Appointed representative dealing with clients for which they require qualification (since 3 Oct 2022)
    • (815)CF1 Director (AR) (since 14 Sep 2022)
  • Dennis Arthur Hewitt

    IRN DAH00006

    • (133)CF28 Systems and controls (1 Sep 2008 to 24 Dec 2009)
    • (135)CF1 Director (30 Nov 2006 to 24 Dec 2009)
    • (134)CF10 Compliance Oversight (30 Nov 2006 to 24 Dec 2009)
  • Dennis Martin Lipton

    IRN DML00018

    • (1856)Appointed representative dealing with clients for which they require qualification (5 Aug 2022 to 3 Feb 2023)
  • Dennis William Tidmarsh

    IRN DWT00015

    • (2103)CF30 Customer (21 Nov 2011 to 31 Oct 2012)
  • Deon Sean Bennett

    IRN DSB00037

    • (547)CF30 Customer (23 Sep 2009 to 7 Sep 2012)
  • Derek Casey

    IRN DXC00153

    • (1064)CF4 Partner (AR) (12 Jan 2011 to 29 Jan 2013)
  • Derek Clemence Goodsell

    IRN DCG00017

    • (1834)CF22 Investment Adviser (Trainee) (17 Jan 2007 to 15 Jun 2007)
  • Derek Edward Francis

    IRN DEF01038

    • (379)CF1 Director (AR) (21 Nov 2013 to 11 Nov 2014)
  • Derek George Hope

    IRN DGH00026

    • (2033)CF1 Director (AR) (13 Oct 2010 to 28 Feb 2013)
  • Derek John Murdoch

    IRN DJM00201

    • (1168)CF30 Customer (17 Feb 2009 to 27 Nov 2012)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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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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