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.

  • Brian Alan Mulvain

    IRN BAM00010

    • (1960)CF30 Customer (1 Nov 2007 to 28 Feb 2013)
    • (1961)CF22 Investment Adviser (Trainee) (31 Jan 2007 to 31 Oct 2007)
  • Brian Arthur Hazell

    IRN BAH01048

    • (112)CF1 Director (AR) (31 Oct 2004 to 14 May 2010)
  • Brian Arthur Marchant

    IRN BAM01088

    • (1585)CF30 Customer (3 Jul 2009 to 28 Feb 2013)
  • Brian Charles Christian Wailes

    IRN BCW00001

    • (40)CF30 Customer (30 Mar 2011 to 31 Dec 2012)
  • Brian Clifford Brett

    IRN BCB00008

    • (582)CF30 Customer (1 Nov 2007 to 26 Jan 2010)
    • (584)CF21 Investment Adviser (26 Jul 2006 to 31 Oct 2007)
    • (583)CF22 Investment Adviser (Trainee) (4 Dec 2004 to 26 Jul 2006)
  • Brian Dean Sudweeks

    IRN BXS00067

    • (1736)CF1 Director (AR) (10 Nov 2004 to 14 Oct 2005)
  • Brian Dobson

    IRN BXD00070

    • (2393)Appointed representative dealing with clients for which they require qualification (30 Dec 2021 to 30 May 2025)
  • Brian Douglas Jones

    IRN BDJ00005

    • (1785)Appointed representative dealing with clients for which they require qualification (28 Nov 2022 to 24 Sep 2024)
  • Brian George Dusart

    IRN BGD01015

    • (846)CF1 Director (AR) (23 Oct 2006 to 6 Aug 2010)
  • Brian James Haworth

    IRN BJH01110

    • (931)CF4 Partner (AR) (19 May 2006 to 21 May 2008)
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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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