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.

  • Hugh Thomas Quinn

    IRN HTQ01001

    • (2552)CF1 Director (AR) (13 Oct 2011 to 5 Oct 2018)
    • (2551)CF30 Customer (13 Oct 2011 to 27 Nov 2012)
  • Iain David Vaughan

    IRN IDV01011

    • (588)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (589)Appointed representative dealing with clients for which they require qualification (since 18 Mar 2022)
    • (590)CF1 Director (AR) (since 21 Feb 2022)
  • Iain Grant Campbell

    IRN IGC01017

    • (2691)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Apr 2020)
    • (2690)CF30 Customer (7 Mar 2017 to 17 Apr 2020)
    • (2692)CF1 Director (AR) (7 Mar 2017 to 17 Apr 2020)
  • Iain Howieson

    IRN IXH00003

    • (2925)CF1 Director (AR) (31 Oct 2004 to 17 Jan 2013)
  • Iain James Campbell

    IRN IJC01048

    • (1261)CF1 Director (AR) (31 Mar 2010 to 14 Apr 2010)
  • Iain Justin Murzell

    IRN IJM00022

    • (3346)CF30 Customer (1 Nov 2007 to 3 Jan 2008)
    • (3347)CF22 Investment Adviser (Trainee) (26 Sep 2007 to 31 Oct 2007)
  • Iain Peter Jackson

    IRN IPJ00001

    • (1357)CF1 Director (AR) (22 Dec 2021 to 6 Sep 2024)
  • Iain Robert Watts

    IRN IRW01047

    • (1714)Appointed representative dealing with clients for which they require qualification (3 Nov 2025 to 30 Jan 2026)
  • Ian Andrew Ritchings

    IRN AXR00096

    • (1006)CF1 Director (AR) (30 Oct 2008 to 25 Feb 2011)
  • Ian Anthony Baldwin

    IRN IAB01040

    • (262)CF2 Non Executive Director (AR) (23 Mar 2011 to 18 Dec 2015)
    • (263)CF1 Director (AR) (29 Nov 2004 to 23 Mar 2011)
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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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