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.

  • Colin Barry Delve

    IRN CBD00008

    • (190)CF1 Director (AR) (18 Oct 2004 to 1 Nov 2006)
  • Colin Booth

    IRN CXB00022

    • (2146)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Oct 2022)
  • Colin Chapman

    IRN CXC00015

    • (673)CF21 Investment Adviser (1 Dec 2001 to 28 Feb 2002)
  • Colin Chisholm

    IRN CXC01508

    • (1049)CF1 Director (AR) (18 Feb 2005 to 28 Jun 2005)
  • Colin Edward Steel

    IRN CES00007

    • (223)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (224)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Colin Edwin Ash

    IRN CEA01022

    • (838)21. Advising or arranging (bringing about) equity release transactions
    • (839)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (840)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (841)CF1 Director (AR) (since 20 Mar 2006)
  • Colin Gardiner

    IRN GXC02138

    • (1540)Appointed representative dealing with clients for which they require qualification (6 May 2022 to 4 May 2023)
  • Colin Hall

    IRN CXH00141

    • (533)CF2 Non Executive Director (AR) (4 Jun 2009 to 23 Mar 2010)
    • (530)CF30 Customer (1 Nov 2007 to 23 May 2008)
    • (532)CF21 Investment Adviser (16 Aug 2007 to 31 Oct 2007)
    • (534)CF1 Director (AR) (3 Aug 2007 to 23 May 2008)
    • (531)CF22 Investment Adviser (Trainee) (11 Jul 2006 to 16 Aug 2007)
  • Colin Hartness

    IRN CXH01627

    • (3240)CF1 Director (AR) (27 Feb 2008 to 26 Mar 2010)
  • Colin Lloyd Coates

    IRN CLC01063

    • (847)CF1 Director (AR) (15 Feb 2007 to 4 Jun 2010)
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: (1171)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  2. controlled function added: (1170)CF1 Director (AR)

  3. controlled function added: (1169)Appointed representative dealing with clients for which they require qualification

  4. controlled function added: (1168)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  5. controlled function added: (1167)CF1 Director (AR)

  6. controlled function added: (1166)Appointed representative dealing with clients for which they require qualification

  7. controlled function added: (1165)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  8. controlled function added: (1164)CF1 Director (AR)

  9. controlled function added: (1163)Appointed representative dealing with clients for which they require qualification

  10. controlled function added: (1162)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

Show more