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.

  • Jason Currall

    IRN JXC00373

    • (1026)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1028)CF1 Director (AR) (since 16 Aug 2022)
    • (1027)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Jason James Hurley

    IRN JJH01139

    • (709)CF1 Director (AR) (3 Sep 2009 to 14 Jul 2011)
  • Jason John Beacham

    IRN JJB01154

    • (1690)CF1 Director (AR) (17 Aug 2009 to 17 Dec 2012)
  • Jason Kleanthous

    IRN JXK01526

    • (1594)CF30 Customer (1 Mar 2012 to 31 Dec 2012)
  • Jason Koon Man Tse

    IRN JKT01021

    • (1711)CF30 Customer (13 Jan 2010 to 16 Mar 2011)
  • Jason Paul Brown

    IRN JPB00078

    • (105)CF1 Director (AR) (10 Sep 2007 to 22 Dec 2009)
  • Jason Roy Powell

    IRN JRP00026

    • (1859)CF30 Customer (12 Aug 2009 to 28 Oct 2012)
  • Jason William Marc Haines

    IRN JWH01111

    • (690)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (691)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (692)CF1 Director (AR) (since 6 Sep 2006)
  • Jatin Wadhwa

    IRN JXW81191

    • (38)CF1 Director (AR) (since 4 Jun 2020)
  • Jay Sarbatta

    IRN JXS00363

    • (93)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (94)Appointed representative dealing with clients for which they require qualification (since 27 Aug 2020)
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