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.

  • Adam Lawrence

    IRN AXL00143

    • (132)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (133)Appointed representative dealing with clients for which they require qualification (since 25 Mar 2020)
  • Adam Messer

    IRN AXM10886

    • (2653)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Feb 2026)
    • (2654)CF1 Director (AR) (29 Jan 2019 to 8 Feb 2026)
  • Adam Nicholas Nunn

    IRN AXN00130

    • (2304)Appointed representative dealing with clients for which they require qualification (27 Sep 2021 to 2 Sep 2022)
  • Adam Norman Stretton

    IRN ANS00011

    • (3315)CF1 Director (AR) (31 Oct 2004 to 8 Mar 2010)
  • Adam Robert Castleton

    IRN ARC01211

    • (1354)SMF3 Executive Director (9 Dec 2019 to 22 Dec 2021)
    • (1355)CF1 Director (15 Feb 2018 to 8 Dec 2019)
  • Adam Scott

    IRN AXS00400

    • (122)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (123)Appointed representative dealing with clients for which they require qualification (since 16 Dec 2019)
  • Adam Sparks

    IRN AGS01130

    • (1655)CF1 Director (AR) (31 Mar 2010 to 7 Jun 2013)
    • (1654)CF30 Customer (17 Jul 2009 to 31 Oct 2012)
  • Adam Wilson

    IRN AXW02197

    • (600)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (601)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (602)CF1 Director (AR) (since 14 Sep 2015)
  • Adam Woodward

    IRN APW01119

    • (1762)CF30 Customer (5 Aug 2008 to 23 Oct 2009)
  • Adelodun Sunday Adetunji

    IRN ASA01055

    • (2666)CF30 Customer (25 Jan 2010 to 31 Dec 2012)
    • (2667)CF1 Director (AR) (21 Sep 2007 to 13 Apr 2016)
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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

Show more