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.

  • Jeremy Mark Kingdom

    IRN JMK00030

    • (342)CF30 Customer (3 Jun 2010 to 25 Sep 2012)
  • Jeremy Mark May

    IRN JMM00015

    • (921)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (922)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (923)CF1 Director (AR) (since 15 Aug 2012)
  • Jeremy Martin

    IRN JLM00041

    • (2990)CF30 Customer (1 Nov 2007 to 12 Oct 2009)
    • (2993)CF4 Partner (AR) (6 Feb 2007 to 12 Oct 2009)
    • (2992)CF7 Sole Trader (AR) (8 Oct 2004 to 31 Jan 2007)
    • (2991)CF22 Investment Adviser (Trainee) (8 Oct 2004 to 31 Oct 2007)
  • Jeremy Paul Forsey

    IRN JPF01074

    • (761)CF1 Director (AR) (7 Aug 2008 to 21 Dec 2009)
  • Jeremy Paul Gibson

    IRN JPG01076

    • (622)CF1 Director (AR) (since 23 Sep 2024)
  • Jeremy Robin Wood

    IRN JRW01145

    • (2954)SMF10 Chair of the Risk Committee (29 Jun 2021 to 1 Jan 2022)
  • Jesper Lentz

    IRN JXL00136

    • (153)CF1 Director (AR) (29 Apr 2005 to 19 Dec 2005)
  • Jessica Mary Hind

    IRN JMH01300

    • (748)CF2 Non Executive Director (AR) (31 Dec 2007 to 14 Jan 2009)
  • Jessica Reehal

    IRN JXR00661

    • (2216)Appointed representative dealing with clients for which they require qualification (9 Jan 2023 to 29 Sep 2023)
  • Jeyaalyni Sivapathasundaram

    IRN JXS00361

    • (2449)Appointed representative dealing with clients for which they require qualification (25 Aug 2020 to 31 Aug 2021)
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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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