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.

  • Colin McCabe

    IRN CXM00213

    • (2374)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2020)
  • Colin Nish

    IRN CXN00135

    • (2239)Appointed representative dealing with clients for which they require qualification (11 Apr 2022 to 18 Oct 2023)
  • Colin Peter Voysey

    IRN CPV01007

    • (1701)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Jun 2021)
    • (1702)CF1 Director (AR) (15 Apr 2005 to 2 Jul 2007)
  • Colin Ross Stewart

    IRN CRS01069

    • (1989)CF30 Customer (14 Jun 2010 to 31 Dec 2012)
  • Colin Warrillow

    IRN CXW01363

    • (209)CF1 Director (AR) (31 Oct 2004 to 12 Oct 2009)
  • Colin Winship

    IRN CXW00118

    • (215)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (216)Appointed representative dealing with clients for which they require qualification (since 5 Oct 2023)
  • Colman Martin Smith

    IRN CMS00052

    • (1968)CF4 Partner (AR) (6 Jan 2005 to 1 May 2009)
  • Colvinne Duncan

    IRN CXD01418

    • (786)CF1 Director (AR) (9 Jul 2007 to 19 Jul 2007)
  • Corey Davies

    IRN CXD00313

    • (2255)Appointed representative dealing with clients for which they require qualification (17 Nov 2023 to 23 Jan 2024)
  • Corin Russell Gunnis

    IRN CRG00019

    • (2011)CF1 Director (AR) (21 Apr 2005 to 30 Sep 2011)
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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: (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)

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