Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
2 days ago

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    3700
    Birmingham Business Park
    Birmingham
    West Midlands
    B37 7YT
    UNITED KINGDOM
    Phone
    +443303030237
    Web
    https://www.primis.co.uk

  • Complaints Contact

    3700
    Birmingham Business Park
    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

  • 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 Retail (Non-Investment Insurance), Commercial, 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.

  • Mariana Pacuraru

    IRN MXP00427

    • (2285)Appointed representative dealing with clients for which they require qualification (3 Oct 2022 to 21 Mar 2023)
    • (2286)CF1 Director (AR) (14 Oct 2021 to 9 Sep 2022)
  • Marie Kathryn Anzani

    IRN MKA01022

    • (1621)CF4 Partner (AR) (12 Mar 2008 to 26 Feb 2013)
  • Marie Mary Gelder

    IRN MXG01692

    • (782)CF1 Director (AR) (12 Apr 2007 to 31 Jan 2014)
  • Marie Michelle Dunnabie

    IRN MMD01039

    • (1628)CF1 Director (AR) (25 Feb 2008 to 22 Sep 2016)
  • Marie Morrison Muir

    IRN MMM01171

    • (569)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (570)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (571)CF1 Director (AR) (since 18 Aug 2017)
  • Marie Patricia Landy

    IRN MPL01093

    • (367)CF28 Systems and controls (24 Mar 2014 to 1 Jun 2018)
  • Marie Robinson

    IRN MXR00135

    • (225)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (226)Appointed representative dealing with clients for which they require qualification (since 21 Sep 2020)
  • Marie Theresa Hannan-Meads

    IRN MTH01087

    • (45)CF1 Director (AR) (since 8 Dec 2017)
  • Mario Panteli

    IRN MXP01877

    • (1584)CF1 Director (AR) (26 Mar 2010 to 22 Mar 2013)
  • Marion Elizabeth Wrate

    IRN MEW00014

    • (3273)CF4 Partner (AR) (19 Oct 2007 to 19 Apr 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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