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.

  • David Wayne Conway

    IRN DWC01084

    • (778)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (779)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (780)CF1 Director (AR) (since 17 Jan 2017)
  • David Whittingham

    IRN DXW00001

    • (245)CF30 Customer (15 Oct 2010 to 30 Nov 2012)
  • David William Alexander Morton

    IRN DXM00584

    • (453)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (454)Appointed representative dealing with clients for which they require qualification (since 5 Sep 2022)
  • David William Allen

    IRN DWA01035

    • (760)CF1 Director (AR) (19 Mar 2007 to 31 Jan 2013)
  • David William Coxon

    IRN DWC00018

    • (2869)CF30 Customer (1 Nov 2007 to 16 Nov 2012)
    • (2870)CF22 Investment Adviser (Trainee) (5 Oct 2007 to 31 Oct 2007)
  • David William John Cannon

    IRN DWC01096

    • (75)CF4 Partner (AR) (14 Jan 2005 to 8 Sep 2006)
  • David William Lawson

    IRN DWL00011

    • (2880)CF1 Director (AR) (4 Jan 2005 to 23 Dec 2009)
  • David William Purnell

    IRN DXP01443

    • (1204)CF4 Partner (AR) (31 Oct 2004 to 10 Jul 2007)
  • David Wilson

    IRN DXW00036

    • (398)CF22 Investment Adviser (Trainee) (1 Feb 2005 to 28 Jul 2006)
    • (399)CF1 Director (AR) (31 Oct 2004 to 28 Jul 2006)
  • David Young

    IRN DXY01050

    • (906)CF1 Director (AR) (6 Oct 2011 to 16 Dec 2015)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Robert Lallo (no longer appointed)

    FRN 563315 · Appointed 26 Aug 2011 · Until 20 Jun 2013

  • Stephen Amos (no longer appointed)

    FRN 563316 · Appointed 26 Aug 2011 · Until 19 Apr 2012

  • Ronald Hancock (no longer appointed)

    FRN 563146 · Appointed 25 Aug 2011 · Until 23 Aug 2013

  • Kenneth Harris (no longer appointed)

    FRN 563217 · Appointed 25 Aug 2011 · Until 28 Sep 2016

  • James Alexander Rennicks (no longer appointed)

    FRN 470022 · Appointed 23 Aug 2011 · Until 8 Aug 2013

  • Dick Bird Consulting Ltd (no longer appointed)

    FRN 562670 · Appointed 19 Aug 2011 · Until 23 Aug 2013

  • Lexion UK Ltd (no longer appointed)

    FRN 562648 · Appointed 18 Aug 2011 · Until 23 Aug 2013

  • Balwant Khaira (no longer appointed)

    FRN 562617 · Appointed 18 Aug 2011 · Until 8 Sep 2017

  • PTFS Leeds Limited (no longer appointed)

    FRN 562566 · Appointed 18 Aug 2011 · Until 26 Aug 2016

  • Sara Lucas (no longer appointed)

    FRN 524044 · Appointed 17 Aug 2011 · Until 8 May 2018

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