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.

  • Christopher Edward Hogg

    IRN CEH00022

    • (288)CF1 Director (AR) (19 Apr 2007 to 26 Aug 2008)
    • (287)CF22 Investment Adviser (Trainee) (2 Feb 2006 to 18 Sep 2006)
  • Christopher Edward Smith

    IRN CXS00705

    • (403)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (404)Appointed representative dealing with clients for which they require qualification (since 14 Oct 2024)
  • Christopher Francis Orr

    IRN FCO00002

    • (1383)CF30 Customer (18 Aug 2009 to 28 Oct 2012)
  • Christopher Galanty

    IRN CXG01396

    • (772)CF1 Director (AR) (26 Jun 2007 to 22 Nov 2011)
  • Christopher Graham Frost

    IRN CGF00005

    • (228)CF1 Director (AR) (20 Apr 2009 to 9 Mar 2012)
  • Christopher Harvey

    IRN CXH00057

    • (1881)CF30 Customer (1 Nov 2007 to 5 Jun 2008)
    • (1882)CF22 Investment Adviser (Trainee) (30 Aug 2006 to 31 Oct 2007)
  • Christopher Heslop

    IRN CXH00048

    • (3131)CF30 Customer (1 Nov 2007 to 8 Jun 2008)
    • (3132)CF22 Investment Adviser (Trainee) (26 Oct 2007 to 31 Oct 2007)
  • Christopher Hooley

    IRN CXH00060

    • (1848)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 May 2020)
  • Christopher Jagger

    IRN CXJ01204

    • (1592)CF1 Director (AR) (16 Jul 2009 to 4 Mar 2010)
  • Christopher James Hall

    IRN CJH01316

    • (2712)CF1 Director (AR) (12 Nov 2008 to 5 Dec 2013)
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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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