Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
1 week ago

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    3700
    Birmingham Business Park
    Birmingham
    West Midlands
    B37 7YT
    UNITED KINGDOM
    Phone
    +443303030237
    Web
    https://www.primis.co.uk

  • Complaints Contact

    3700
    Birmingham Business Park
    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

  • 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 Retail (Non-Investment Insurance), Commercial, 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.

  • Nicholas John Rossington

    IRN NJR01116

    • (1528)CF1 Director (AR) (28 Oct 2009 to 22 Dec 2009)
    • (1527)CF30 Customer (16 Sep 2009 to 22 Dec 2009)
  • Nicholas Michael Cairns

    IRN NMC00013

    • (1036)CF1 Director (AR) (17 Sep 2009 to 24 Feb 2011)
  • Nicholas Paul Clarke

    IRN NPC00016

    • (154)CF4 Partner (AR) (28 Feb 2007 to 1 Mar 2010)
  • Nicholas Ritchie Hill

    IRN NXH00025

    • (3226)CF1 Director (AR) (31 Oct 2004 to 30 Sep 2015)
  • Nicholas Robert Doree

    IRN NRD00010

    • (1698)CF30 Customer (1 Nov 2007 to 2 Oct 2012)
    • (1700)CF1 Director (AR) (8 Feb 2007 to 2 Oct 2012)
    • (1699)CF22 Investment Adviser (Trainee) (8 Feb 2007 to 31 Oct 2007)
  • Nicholas Robert Holgate Lawman

    IRN NRL00005

    • (2888)CF30 Customer (12 Feb 2010 to 1 Mar 2010)
  • Nicholas Roberts

    IRN NXR00065

    • (2443)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Dec 2021)
  • Nicholas Senior

    IRN NXS00741

    • (336)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (337)Appointed representative dealing with clients for which they require qualification (since 23 Jul 2025)
  • Nicholas Walter Phelan

    IRN NWP01021

    • (609)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (610)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (611)CF1 Director (AR) (since 14 Nov 2013)
  • Nicky Marie Prior

    IRN NMP01037

    • (716)CF1 Director (AR) (28 May 2008 to 13 Feb 2012)
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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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