Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
3 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.

  • Matthew Ian Williams

    IRN MIW01026

    • (2699)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Nov 2025)
    • (2700)CF1 Director (AR) (31 Mar 2017 to 4 Feb 2026)
  • Matthew James Binks

    IRN MJB01620

    • (2688)CF1 Director (AR) (9 Nov 2007 to 4 Nov 2014)
  • Matthew James Hurren

    IRN MXH00377

    • (2336)Appointed representative dealing with clients for which they require qualification (3 Jul 2023 to 10 Mar 2026)
    • (2337)CF1 Director (AR) (4 Jan 2023 to 10 Mar 2026)
  • Matthew James Rogerson

    IRN MJR01296

    • (1081)CF1 Director (AR) (27 Apr 2005 to 19 Jul 2006)
  • Matthew John Curley

    IRN MJC01605

    • (828)CF1 Director (AR) (14 Dec 2011 to 19 Feb 2014)
  • Matthew John Curzon

    IRN MJC01401

    • (757)CF1 Director (AR) (since 23 Nov 2022)
  • Matthew John Smith

    IRN MXS00663

    • (475)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (476)Appointed representative dealing with clients for which they require qualification (since 6 May 2022)
  • Matthew John Sutton

    IRN MJS01427

    • (2546)CF1 Director (AR) (15 Oct 2008 to 1 Apr 2013)
  • Matthew Johnson

    IRN MXJ00090

    • (1049)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1051)CF1 Director (AR) (since 22 Jan 2021)
    • (1050)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Matthew Kay

    IRN MXK90205

    • (1473)CF1 Director (AR) (3 Aug 2020 to 10 Feb 2022)
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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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