Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
3 weeks ago
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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.

  • Julian Nicolls

    IRN JXN57470

    • (1115)CF1 Director (AR) (since 16 Jun 2024)
    • (2623)Appointed representative dealing with clients for which they require qualification (22 Jun 2022 to 11 May 2026)
  • Julian Philip Mace

    IRN JPM00010

    • (305)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (306)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Julian Sunley

    IRN JCS00010

    • (2703)CF30 Customer (22 May 2008 to 22 Oct 2012)
  • Julie Ann Andrews

    IRN JAA01147

    • (14)CF1 Director (AR) (since 10 Oct 2007)
  • Julie Ann Roche

    IRN JAR01155

    • (3151)CF1 Director (AR) (15 Nov 2004 to 2 May 2008)
  • Julie Chandler

    IRN JXC00970

    • (21)CF1 Director (AR) (since 7 Sep 2022)
  • Julie Elizabeth Godley

    IRN JEG01102

    • (932)CF4 Partner (AR) (20 Jul 2006 to 31 May 2013)
  • Julie Joan Wigg

    IRN JXW00063

    • (3318)CF1 Director (AR) (2 Nov 2021 to 11 Dec 2022)
  • Julie Karen Hogben

    IRN JKH01067

    • (649)CF2 Non Executive Director (AR) (4 Sep 2008 to 5 Jan 2011)
  • Julie Tankard

    IRN JXT00154

    • (158)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (159)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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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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