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.

  • James Paul Doherty

    IRN JPD00028

    • (42)CF1 Director (AR) (12 Nov 2004 to 27 Aug 2010)
  • James Pearce Broomhead

    IRN JPB00023

    • (224)CF1 Director (AR) (16 May 2007 to 23 Aug 2010)
  • James Piper

    IRN JXP00467

    • (463)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (464)Appointed representative dealing with clients for which they require qualification (since 10 Jul 2025)
  • James Powell

    IRN JXP00269

    • (2341)Appointed representative dealing with clients for which they require qualification (5 Dec 2023 to 8 Feb 2024)
  • James Reynolds

    IRN JXR01524

    • (1758)CF1 Director (AR) (14 Oct 2009 to 19 Aug 2011)
  • James Schofield

    IRN JXS12717

    • (2519)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 Feb 2023)
    • (2520)CF1 Director (AR) (22 Mar 2019 to 20 Feb 2023)
  • James Scott

    IRN JXS00360

    • (192)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (193)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • James Stanley Pendreich

    IRN JSP00014

    • (1533)CF1 Director (AR) (5 Feb 2007 to 10 Feb 2026)
  • James Stephen Old

    IRN JSO01021

    • (876)CF1 Director (AR) (7 Dec 2006 to 26 Jul 2013)
  • James Steven Ernest Hinchcliffe

    IRN JSH01142

    • (1136)CF30 Customer (1 Nov 2007 to 11 Dec 2008)
    • (1137)CF22 Investment Adviser (Trainee) (5 Jul 2007 to 31 Oct 2007)
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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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