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.

  • Derek Lawrence Dodds

    IRN DLD00005

    • (2723)CF30 Customer (1 Nov 2007 to 4 Apr 2009)
    • (2725)CF1 Director (AR) (30 Jul 2007 to 4 Apr 2009)
    • (2724)CF22 Investment Adviser (Trainee) (8 Aug 2005 to 31 Oct 2007)
  • Derek Leitch

    IRN DXL01331

    • (1150)CF4 Partner (AR) (15 Nov 2004 to 27 Nov 2012)
  • Derek Peter Gowans

    IRN DPG01055

    • (1684)CF1 Director (AR) (23 Feb 2006 to 28 Jan 2008)
  • Derek Roy Neerkin

    IRN DRN00004

    • (776)CF1 Director (AR) (22 Oct 2008 to 2 Feb 2009)
  • Derrick Langley

    IRN DXL01359

    • (985)CF1 Director (AR) (19 Jul 2005 to 31 Oct 2012)
  • Desmond Lee

    IRN DXL00018

    • (407)CF30 Customer (1 Nov 2007 to 14 Jun 2010)
    • (409)CF21 Investment Adviser (27 May 2005 to 31 Oct 2007)
    • (408)CF22 Investment Adviser (Trainee) (1 Sep 2004 to 27 May 2005)
    • (410)CF1 Director (AR) (1 Sep 2004 to 14 Jun 2010)
  • Dharam Raval

    IRN DXR01962

    • (3342)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Sep 2024)
    • (3343)CF1 Director (AR) (3 Oct 2019 to 1 Sep 2024)
  • Dharmik Mohanbhai Patel

    IRN DXP80966

    • (2484)CF1 Director (AR) (29 May 2020 to 29 Jan 2021)
  • Diane Malcolm

    IRN DXM00527

    • (2289)Appointed representative dealing with clients for which they require qualification (25 Jun 2021 to 14 Mar 2025)
  • Diann Schofield

    IRN DXS00071

    • (279)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (280)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (2109)CF4 Partner (AR) (2 Dec 2004 to 30 Jun 2011)
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