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.

  • Daniel Oliver Weizmann

    IRN DXW00117

    • (1092)CF1 Director (AR) (31 Oct 2004 to 11 Jan 2008)
  • Daniel Pegler

    IRN DAP01163

    • (1604)Appointed representative dealing with clients for which they require qualification (4 Oct 2022 to 27 Apr 2023)
    • (1605)CF1 Director (AR) (21 Apr 2009 to 9 Apr 2010)
  • Daniel Philip Spragg

    IRN DPS00043

    • (2781)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Jun 2023)
    • (2782)CF1 Director (AR) (6 Apr 2019 to 16 Jun 2023)
  • Daniel Ratcliffe

    IRN DXR01490

    • (933)CF1 Director (AR) (17 May 2006 to 20 Jul 2007)
  • Daniel Richard Mumford

    IRN DRM01123

    • (794)CF1 Director (AR) (since 10 May 2021)
  • Daniel Tonge

    IRN DXT01357

    • (1644)CF30 Customer (6 Jul 2012 to 30 Nov 2012)
  • Daniel Williams

    IRN DXW01732

    • (94)CF4 Partner (AR) (14 Dec 2009 to 31 Mar 2010)
  • Daniella Medler

    IRN DXD91287

    • (248)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (249)Appointed representative dealing with clients for which they require qualification (since 23 Apr 2024)
  • Danielle Fradgley

    IRN DXF00023

    • (1084)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1085)Appointed representative dealing with clients for which they require qualification (since 28 Nov 2022)
    • (1086)CF1 Director (AR) (since 8 Sep 2022)
  • Danielle Georgiou-Clark

    IRN DXG00696

    • (314)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (315)Appointed representative dealing with clients for which they require qualification (since 31 Mar 2026)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Barry Williams (no longer appointed)

    FRN 531426 · Appointed 10 Sep 2010 · Until 28 Feb 2013

  • Aspire Mortgage Solutions (no longer appointed)

    FRN 479697 · Appointed 10 Sep 2010 · Until 26 Aug 2011

  • Kathryn Teresa O'Malley (no longer appointed)

    FRN 531372 · Appointed 10 Sep 2010 · Until 18 Apr 2016

  • Ronald Bell (no longer appointed)

    FRN 531227 · Appointed 8 Sep 2010 · Until 16 Oct 2014

  • Alperen Yalchin (no longer appointed)

    FRN 531179 · Appointed 7 Sep 2010 · Until 8 Aug 2013

  • Barons Southern Ltd (no longer appointed)

    FRN 530467 · Appointed 24 Aug 2010 · Until 20 Sep 2016

  • Dave Mead (no longer appointed)

    FRN 529854 · Appointed 17 Aug 2010 · Until 23 Apr 2012

  • Essex Countryside Ltd (no longer appointed)

    FRN 451041 · Appointed 12 Aug 2010 · Until 7 Aug 2013

  • Holley Protect Ltd (no longer appointed)

    FRN 529502 · Appointed 12 Aug 2010 · Until 21 Oct 2013

  • LETCO Limited (no longer appointed)

    FRN 479999 · Appointed 11 Aug 2010 · Until 14 Apr 2022

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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