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.

  • Jayant Jagatkant

    IRN JXJ00146

    • (2493)Appointed representative dealing with clients for which they require qualification (25 May 2021 to 15 Mar 2022)
  • Jayne Langdale

    IRN JXL01537

    • (1143)CF2 Non Executive Director (AR) (12 Feb 2009 to 16 Apr 2010)
  • Jayne Nightingale

    IRN JXN01268

    • (1386)CF1 Director (AR) (14 Nov 2007 to 31 Jul 2009)
  • Jean Catherine Carpenter

    IRN JCC00012

    • (1455)CF4 Partner (AR) (10 Dec 2010 to 30 Apr 2020)
  • Jean Ethel Campbell

    IRN JEC01216

    • (833)CF1 Director (AR) (26 Jul 2007 to 31 Oct 2017)
  • Jean Maragret Fox

    IRN JMF01117

    • (1131)CF4 Partner (AR) (22 Mar 2005 to 31 May 2019)
  • Jean Stokes

    IRN JXS02495

    • (1225)CF4 Partner (AR) (13 May 2010 to 28 Feb 2013)
  • Jeanette Anne Nicholls

    IRN JAN01071

    • (1296)CF1 Director (AR) (21 Jul 2017 to 7 Jan 2019)
    • (1295)CF2 Non Executive Director (AR) (10 Oct 2008 to 28 Oct 2012)
  • Jeanette Brunton

    IRN JXS00270

    • (109)CF1 Director (AR) (10 Mar 2009 to 5 Nov 2009)
  • Jeanette Mouncher

    IRN JXW01984

    • (622)CF4 Partner (AR) (28 Jul 2008 to 26 Nov 2008)
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