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.

  • Justin Davey

    IRN JXD00484

    • (1466)CF1 Director (AR) (16 Dec 2021 to 30 Dec 2022)
  • Justin Elliot Eagles

    IRN JEE01043

    • (2663)CF2 Non Executive Director (AR) (11 Nov 2010 to 31 Dec 2012)
  • Justin Leslie Last

    IRN JLL00011

    • (418)CF1 Director (AR) (18 Dec 2008 to 22 Oct 2009)
  • Justine Harrod

    IRN JXH01053

    • (409)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (410)Appointed representative dealing with clients for which they require qualification (since 5 Jan 2023)
  • Jyoti Paul

    IRN JXP00157

    • (166)CF1 Director (AR) (28 Jul 2008 to 4 Aug 2009)
    • (165)CF4 Partner (AR) (3 Nov 2005 to 28 Jul 2008)
  • Kaljit Singh Dhillon

    IRN KSD00007

    • (845)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (846)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (847)CF1 Director (AR) (since 17 Jul 2008)
    • (3018)CF1 Director (AR) (22 Oct 2007 to 23 May 2008)
  • Kamal Nayan Rauniar

    IRN KNR00001

    • (726)CF30 Customer (1 Nov 2007 to 12 Dec 2008)
    • (727)CF22 Investment Adviser (Trainee) (26 Oct 2007 to 31 Oct 2007)
  • Kamalijit Kaur Tucker

    IRN KKT01006

    • (1125)CF1 Director (AR) (31 Oct 2004 to 25 Jan 2006)
  • Karen Ann Last

    IRN KXL01191

    • (1784)CF1 Director (AR) (14 May 2007 to 3 Aug 2007)
  • Karen Elizabeth Whatley

    IRN KXW00196

    • (42)CF4 Partner (AR) (since 8 Aug 2021)
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