Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
2 days ago

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    3700
    Birmingham Business Park
    Birmingham
    West Midlands
    B37 7YT
    UNITED KINGDOM
    Phone
    +443303030237
    Web
    https://www.primis.co.uk

  • Complaints Contact

    3700
    Birmingham Business Park
    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

  • 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 Retail (Non-Investment Insurance), Commercial, 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.

  • Mark Clifford Lee

    IRN MCL01047

    • (395)CF1 Director (AR) (13 Nov 2007 to 20 Sep 2010)
  • Mark Clinton Sand

    IRN MCS00029

    • (2812)CF4 Partner (AR) (16 Apr 2009 to 29 Jul 2013)
    • (2809)CF30 Customer (1 Nov 2007 to 29 Jul 2013)
    • (2810)CF21 Investment Adviser (1 Aug 2002 to 31 Oct 2007)
    • (2811)CF7 Sole Trader (AR) (1 Aug 2002 to 31 Jan 2007)
  • Mark Cunningham

    IRN MXC01932

    • (965)CF22 Investment Adviser (Trainee) (30 May 2007 to 31 Oct 2007)
  • Mark Dove

    IRN MRD01089

    • (2650)CF1 Director (AR) (28 Aug 2007 to 31 Mar 2008)
  • Mark Edward Minton

    IRN MEM00010

    • (3249)Responsible for Insurance Mediation (14 May 2014 to 15 Aug 2014)
    • (3250)CF1 Director (14 May 2014 to 15 Aug 2014)
  • Mark Elliott Ramsay

    IRN MER01058

    • (13)CF1 Director (AR) (27 Jul 2007 to 21 Apr 2010)
    • (12)CF17 Significant Mgt (Other Business Operations) (31 Oct 2004 to 20 Jan 2006)
  • Mark Ellison

    IRN MXE01341

    • (1617)CF1 Director (AR) (16 Feb 2009 to 21 Sep 2009)
    • (1616)CF4 Partner (AR) (28 Jul 2008 to 26 Nov 2008)
  • Mark Federick Lawrance

    IRN MXL00163

    • (2345)Appointed representative dealing with clients for which they require qualification (14 May 2021 to 17 Nov 2021)
  • Mark French

    IRN MXF00097

    • (217)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (218)Appointed representative dealing with clients for which they require qualification (since 31 Aug 2022)
  • Mark Graeme Walpole

    IRN MGW01071

    • (781)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (782)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (783)CF1 Director (AR) (since 1 Sep 2006)
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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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