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.

  • Andrew Jeremy Mason

    IRN AJM00096

    • (2580)CF30 Customer (5 Jun 2008 to 1 Apr 2013)
    • (2581)CF1 Director (AR) (18 May 2007 to 30 Aug 2013)
  • Andrew John Baker

    IRN AJB00163

    • (3080)CF4 Partner (AR) (3 Dec 2008 to 25 Feb 2011)
  • Andrew John Barham

    IRN AJB00119

    • (1260)CF4 Partner (AR) (31 Oct 2004 to 1 Dec 2006)
  • Andrew John Bates

    IRN AXB00332

    • (3051)CF1 Director (AR) (3 May 2007 to 7 Oct 2010)
  • Andrew John Bishop

    IRN AJB00092

    • (2127)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 May 2023)
  • Andrew John Brown

    IRN AJB00050

    • (651)CF30 Customer (20 Apr 2010 to 20 Jul 2012)
  • Andrew John Lawrenson

    IRN AJL01251

    • (109)21. Advising or arranging (bringing about) equity release transactions
    • (110)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (111)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1591)CF4 Partner (AR) (3 Nov 2009 to 14 Nov 2022)
  • Andrew John Liddle

    IRN AJL00059

    • (524)CF1 Director (AR) (27 Jun 2016 to 29 Nov 2018)
  • Andrew John Mayne

    IRN AJM01569

    • (1669)CF30 Customer (25 Sep 2012 to 30 Nov 2012)
  • Andrew John Mowforth

    IRN AJM00079

    • (2129)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jan 2020)
    • (2128)CF30 Customer (23 Nov 2011 to 31 Jan 2020)
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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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