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 Hawker

    IRN MXH00064

    • (1843)CF30 Customer (1 Nov 2007 to 25 Apr 2008)
    • (1844)CF22 Investment Adviser (Trainee) (21 Oct 2005 to 31 Oct 2007)
  • Michael Ian Coates

    IRN MIC01009

    • (333)CF30 Customer (1 Nov 2007 to 11 Jul 2008)
    • (334)CF22 Investment Adviser (Trainee) (5 Feb 2007 to 31 Oct 2007)
  • Michael James Friend

    IRN MXF01306

    • (239)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (240)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1780)CF1 Director (AR) (28 Jun 2007 to 20 May 2019)
    • (1779)CF4 Partner (AR) (31 Oct 2004 to 28 Jun 2007)
  • Michael James Thomas Collins

    IRN MJC00036

    • (568)CF7 Sole Trader (AR) (9 Feb 2005 to 19 May 2005)
    • (569)CF4 Partner (AR) (27 Jan 2005 to 9 Feb 2005)
  • Michael John Bradley

    IRN MJB01637

    • (1630)CF2 Non Executive Director (AR) (21 Oct 2008 to 23 Nov 2009)
    • (1631)CF1 Director (AR) (14 May 2008 to 1 Sep 2008)
  • Michael John Bradshaw

    IRN MJB01516

    • (3353)CF1 Director (AR) (6 Dec 2007 to 1 Apr 2009)
  • Michael John Bushell

    IRN MJB00055

    • (791)CF30 Customer (13 Dec 2011 to 31 Oct 2012)
  • Michael John Everett

    IRN MJE00031

    • (570)CF1 Director (AR) (11 Mar 2005 to 18 Dec 2007)
  • Michael John Fitzgerald

    IRN MJF01212

    • (1206)CF1 Director (AR) (31 Oct 2004 to 31 Oct 2012)
  • Michael John Louise

    IRN MXL01527

    • (1205)CF4 Partner (AR) (31 Oct 2004 to 10 Jul 2007)
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: (1161)CF1 Director (AR)

  2. controlled function added: (1160)Appointed representative dealing with clients for which they require qualification

  3. controlled function added: (1159)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  4. controlled function added: (1158)CF1 Director (AR)

  5. controlled function added: (1157)Appointed representative dealing with clients for which they require qualification

  6. controlled function added: (1156)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  7. controlled function added: (1155)CF1 Director (AR)

  8. controlled function added: (1154)Appointed representative dealing with clients for which they require qualification

  9. controlled function added: (1153)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  10. controlled function added: (1152)CF1 Director (AR)

Show more