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.

  • John Grierson Breakell

    IRN JGB00033

    • (3105)CF30 Customer (9 Feb 2009 to 31 Mar 2011)
  • John Harvey

    IRN JXH00216

    • (1067)CF1 Director (AR) (13 Oct 2005 to 7 Dec 2006)
    • (1066)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 24 Apr 2003)
  • John Hogg

    IRN JXH01928

    • (1033)CF4 Partner (AR) (8 Feb 2005 to 26 Mar 2007)
  • John Holmes

    IRN JXH01869

    • (1286)CF4 Partner (AR) (31 Oct 2004 to 31 Dec 2009)
  • John Ian Cameron

    IRN JIC00011

    • (386)CF4 Partner (AR) (19 Jul 2005 to 15 May 2012)
  • John James Coutts

    IRN JXC00463

    • (2321)Appointed representative dealing with clients for which they require qualification (24 Aug 2022 to 9 Apr 2024)
    • (2322)CF1 Director (AR) (9 Aug 2022 to 26 Jul 2024)
  • John James West

    IRN JJW00006

    • (2134)CF1 Director (AR) (4 Nov 2010 to 29 Jun 2015)
  • John Johnstone

    IRN JXJ01134

    • (1349)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Feb 2022)
    • (1350)CF1 Director (AR) (15 Sep 2009 to 7 Nov 2025)
  • John Joseph Hall

    IRN JJH00015

    • (3039)CF30 Customer (1 Nov 2007 to 1 Feb 2008)
    • (3041)CF21 Investment Adviser (17 Sep 2007 to 31 Oct 2007)
    • (3042)CF1 Director (AR) (15 May 2006 to 1 Feb 2008)
    • (3040)CF22 Investment Adviser (Trainee) (15 May 2006 to 17 Sep 2007)
  • John Joseph McNally

    IRN JJM01224

    • (1660)CF30 Customer (25 Nov 2010 to 31 Oct 2012)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Show more

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