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.

  • Angela Jean Fahey

    IRN AJF01211

    • (656)CF4 Partner (AR) (23 Oct 2008 to 25 Aug 2016)
  • Angela Louise Farrell

    IRN ALF01031

    • (1557)CF30 Customer (25 Jul 2013 to 29 Nov 2013)
  • Angelica Evangelista

    IRN AXE00058

    • (2368)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Oct 2020)
  • Angie Wilks

    IRN AXW01714

    • (669)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (670)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (671)CF1 Director (AR) (since 12 Nov 2007)
  • Angur Miah

    IRN AXM05102

    • (2202)Appointed representative dealing with clients for which they require qualification (7 Sep 2023 to 12 Feb 2024)
  • Anil Kumar Parbubhai Mistry

    IRN AKM01080

    • (636)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (637)Appointed representative dealing with clients for which they require qualification (since 25 Mar 2021)
    • (638)CF1 Director (AR) (since 10 Mar 2021)
  • Anita Diane Newbould

    IRN ADN00008

    • (1941)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Sep 2021)
  • Anita West

    IRN AXW01688

    • (877)CF1 Director (AR) (21 Feb 2007 to 16 Feb 2009)
  • Ann Ford

    IRN AXF01406

    • (990)CF1 Director (AR) (19 Jan 2006 to 15 Feb 2007)
  • Ann Julie Porter

    IRN AJP01374

    • (3275)CF4 Partner (AR) (19 Aug 2010 to 1 Apr 2013)
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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: (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

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