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.

  • David Gunderson

    IRN DXG00137

    • (2996)CF30 Customer (9 Jan 2012 to 30 Nov 2018)
  • David Harper

    IRN DXH01636

    • (1998)CF30 Customer (13 Dec 2011 to 30 Nov 2012)
  • David Henry Earing

    IRN DHE00001

    • (864)CF1 Director (AR) (24 Aug 2009 to 30 Apr 2010)
  • David Hirons

    IRN DXH00101

    • (719)CF30 Customer (2 Feb 2012 to 29 Nov 2013)
  • David Hooson

    IRN DXH00036

    • (390)CF1 Director (AR) (31 Oct 2004 to 19 Dec 2008)
  • David Huggins

    IRN DXH00182

    • (239)CF30 Customer (1 Nov 2007 to 19 Dec 2007)
    • (241)CF1 Director (AR) (24 May 2006 to 19 Dec 2007)
    • (240)CF22 Investment Adviser (Trainee) (5 Apr 2006 to 31 Oct 2007)
  • David Ian Bosworth

    IRN DIB00001

    • (2958)Appointed representative dealing with clients for which they require qualification (6 Jan 2020 to 7 Jan 2020)
    • (2959)CF1 Director (AR) (13 Mar 2012 to 5 Jan 2020)
    • (2957)CF30 Customer (13 Mar 2012 to 5 Jan 2020)
  • David Jack Pettitt

    IRN DJP00081

    • (2050)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Sep 2022)
  • David James Bragg

    IRN DJB00079

    • (2934)CF30 Customer (1 Nov 2007 to 30 Oct 2013)
    • (2935)CF22 Investment Adviser (Trainee) (9 Aug 2007 to 31 Oct 2007)
    • (2936)CF1 Director (AR) (29 Mar 2006 to 30 Oct 2013)
  • David James Rodick

    IRN DJR01274

    • (2766)CF1 Director (AR) (3 Jul 2009 to 19 Apr 2010)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Robert Lallo (no longer appointed)

    FRN 563315 · Appointed 26 Aug 2011 · Until 20 Jun 2013

  • Stephen Amos (no longer appointed)

    FRN 563316 · Appointed 26 Aug 2011 · Until 19 Apr 2012

  • Ronald Hancock (no longer appointed)

    FRN 563146 · Appointed 25 Aug 2011 · Until 23 Aug 2013

  • Kenneth Harris (no longer appointed)

    FRN 563217 · Appointed 25 Aug 2011 · Until 28 Sep 2016

  • James Alexander Rennicks (no longer appointed)

    FRN 470022 · Appointed 23 Aug 2011 · Until 8 Aug 2013

  • Dick Bird Consulting Ltd (no longer appointed)

    FRN 562670 · Appointed 19 Aug 2011 · Until 23 Aug 2013

  • Lexion UK Ltd (no longer appointed)

    FRN 562648 · Appointed 18 Aug 2011 · Until 23 Aug 2013

  • Balwant Khaira (no longer appointed)

    FRN 562617 · Appointed 18 Aug 2011 · Until 8 Sep 2017

  • PTFS Leeds Limited (no longer appointed)

    FRN 562566 · Appointed 18 Aug 2011 · Until 26 Aug 2016

  • Sara Lucas (no longer appointed)

    FRN 524044 · Appointed 17 Aug 2011 · Until 8 May 2018

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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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