Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
4 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.

  • Michael Meehan

    IRN MPM00013

    • (1846)CF30 Customer (30 Jun 2009 to 31 Mar 2011)
    • (1847)CF1 Director (AR) (30 Jun 2009 to 2 Apr 2012)
  • Michael Mervyn Bright

    IRN MMB00009

    • (730)CF1 Director (AR) (13 Mar 2007 to 2 Dec 2008)
  • Michael Minter

    IRN MSM01068

    • (3145)CF1 Director (AR) (11 Aug 2009 to 18 Feb 2013)
  • Michael Moran

    IRN MXM02478

    • (2804)CF2 Non Executive Director (AR) (4 Nov 2011 to 30 Aug 2013)
  • Michael O'Donnell

    IRN MXO00015

    • (768)CF1 Director (AR) (21 Feb 2007 to 19 Jan 2011)
  • Michael Patrick Hogan

    IRN MPH00004

    • (1938)CF1 Director (AR) (16 May 2005 to 29 Jun 2012)
  • Michael Paul Prowse

    IRN MXP00061

    • (1069)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1070)Appointed representative dealing with clients for which they require qualification (since 13 Mar 2023)
    • (1071)CF1 Director (AR) (since 5 Jan 2023)
  • Michael Peter Dark

    IRN MPD01091

    • (1432)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 27 May 2022)
    • (1433)CF1 Director (AR) (30 Nov 2018 to 27 May 2022)
  • Michael Peter Mansworth

    IRN MPM00010

    • (485)CF30 Customer (18 Mar 2009 to 5 Aug 2010)
  • Michael Plaster

    IRN MXP00210

    • (1012)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1014)CF1 Director (AR) (since 4 Oct 2024)
    • (1013)Appointed representative dealing with clients for which they require qualification (since 1 Jun 2020)
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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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