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.

  • Louise Jane Edwards

    IRN LJE01025

    • (1052)CF2 Non Executive Director (AR) (22 Mar 2005 to 30 Jul 2007)
  • Louise Jane Norton

    IRN LJN01029

    • (687)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (688)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (689)CF1 Director (AR) (since 26 Jan 2007)
  • Louise McDaid

    IRN LXM00141

    • (196)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (197)Appointed representative dealing with clients for which they require qualification (since 16 Jul 2020)
  • Louise Pulford

    IRN LXH01583

    • (37)CF1 Director (AR) (since 6 Nov 2015)
  • Louise Virginia Clamp

    IRN LVC00003

    • (2769)CF1 Director (AR) (3 Mar 2010 to 18 Sep 2015)
  • Louise-Anne Williams-Nixon

    IRN LXW01495

    • (1536)CF1 Director (AR) (13 Feb 2018 to 9 Apr 2021)
  • Lucinda Davies

    IRN LXD00451

    • (2174)Appointed representative dealing with clients for which they require qualification (16 Sep 2025 to 17 Apr 2026)
  • Lucinda Johnson

    IRN LXJ00088

    • (2297)Appointed representative dealing with clients for which they require qualification (28 Apr 2021 to 30 Jan 2022)
  • Lucinda Nurse

    IRN LXN00026

    • (2371)Appointed representative dealing with clients for which they require qualification (27 Apr 2020 to 4 Oct 2020)
  • Lucy Jayne Snowden

    IRN LJS01092

    • (1180)CF1 Director (AR) (31 Oct 2004 to 15 Feb 2010)
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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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