Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
5 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.

  • Gary Karl Wood

    IRN GXW00257

    • (2231)Appointed representative dealing with clients for which they require qualification (29 Apr 2022 to 23 Aug 2024)
  • Gary Keith Cobley

    IRN GKC01021

    • (1685)CF30 Customer (1 Nov 2007 to 18 Nov 2016)
    • (1687)CF21 Investment Adviser (22 Oct 2007 to 31 Oct 2007)
    • (1688)CF7 Sole Trader (AR) (5 Oct 2005 to 31 Jan 2007)
    • (1686)CF22 Investment Adviser (Trainee) (5 Oct 2005 to 22 Oct 2007)
  • Gary Lindsay Pollard

    IRN GLP00001

    • (1918)CF1 Director (AR) (27 Feb 2008 to 31 Jan 2013)
  • Gary Marney

    IRN GXM01533

    • (3372)CF4 Partner (AR) (14 Jan 2005 to 12 May 2009)
  • Gary Michael Beckwith

    IRN GMB01164

    • (203)CF30 Customer (25 Mar 2011 to 1 Jun 2011)
  • Gary Miles Hawley Scottorn

    IRN GMS00011

    • (1887)CF4 Partner (AR) (23 Mar 2011 to 30 Sep 2011)
  • Gary Norman Simmons

    IRN GNS01022

    • (102)CF1 Director (AR) (17 Nov 2004 to 11 Jun 2010)
  • Gary Pewsey

    IRN GXP00015

    • (138)CF30 Customer (1 Nov 2007 to 25 Apr 2008)
    • (139)CF22 Investment Adviser (Trainee) (29 Sep 2005 to 31 Oct 2007)
  • Gary Rodney Barton

    IRN GXB00057

    • (553)CF30 Customer (8 Jun 2010 to 16 Mar 2011)
  • Gary Timmins

    IRN GXT00043

    • (486)CF4 Partner (AR) (30 Sep 2005 to 11 May 2006)
    • (487)CF1 Director (AR) (31 Oct 2004 to 16 Oct 2004)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Marina Wynne (no longer appointed)

    FRN 512926 · Appointed 18 Nov 2009 · Until 1 Jun 2010

  • Gavin Hobson (no longer appointed)

    FRN 468516 · Appointed 18 Nov 2009 · Until 30 Nov 2012

  • Ian Gledhill (no longer appointed)

    FRN 512580 · Appointed 17 Nov 2009 · Until 7 Aug 2013

  • Tracey Daniel (no longer appointed)

    FRN 512566 · Appointed 17 Nov 2009 · Until 26 Aug 2011

  • Steven Hems (no longer appointed)

    FRN 512480 · Appointed 16 Nov 2009 · Until 23 Sep 2011

  • Kerry Hollowell (no longer appointed)

    FRN 512494 · Appointed 16 Nov 2009 · Until 16 Mar 2011

  • Martyn Benton (no longer appointed)

    FRN 512492 · Appointed 16 Nov 2009 · Until 1 Jun 2010

  • Joseph Clintworth (no longer appointed)

    FRN 512400 · Appointed 13 Nov 2009 · Until 16 Nov 2012

  • Andrew Paul Holland (no longer appointed)

    FRN 512365 · Appointed 13 Nov 2009 · Until 24 Apr 2012

  • Matthew Randall (no longer appointed)

    FRN 512390 · Appointed 13 Nov 2009 · Until 17 Dec 2012

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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)

Show more