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.

  • Gurvinder Singh Baryana

    IRN GSB00035

    • (1964)CF4 Partner (AR) (3 Nov 2005 to 31 Oct 2007)
  • Guy Clapcott

    IRN GXC00139

    • (2433)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Jan 2022)
  • Guy Conrad Skidmore

    IRN GCS00005

    • (2160)CF30 Customer (3 May 2011 to 30 Apr 2012)
  • Guy Leslie Fawcett

    IRN GXF00042

    • (2039)CF30 Customer (7 May 2009 to 31 Oct 2012)
  • Gwen Laing

    IRN GXL01315

    • (1400)CF2 Non Executive Director (AR) (5 Nov 2010 to 16 Feb 2022)
    • (1401)CF1 Director (AR) (4 Nov 2008 to 4 Nov 2010)
  • Gwyn Owen Lloyd Phillips

    IRN GXP00189

    • (477)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (478)Appointed representative dealing with clients for which they require qualification (since 19 Dec 2022)
  • Gwyneth Romaine Barnett

    IRN GRB01123

    • (705)CF1 Director (AR) (25 Jun 2008 to 28 May 2010)
  • HUGH BREEN

    IRN HXB00011

    • (2847)CF1 Director (AR) (1 Nov 2006 to 31 Dec 2012)
  • Hailiang Chen

    IRN HXC00307

    • (2184)Appointed representative dealing with clients for which they require qualification (22 Aug 2024 to 23 Dec 2024)
  • Hamish Hunter Rose

    IRN HHR00001

    • (1065)CF21 Investment Adviser (1 Dec 2001 to 18 Dec 2003)
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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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