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.

  • John Armstrong

    IRN JXA00099

    • (380)CF1 Director (AR) (7 Jul 2005 to 31 Oct 2012)
  • John Arnold Crabtree

    IRN JAC01325

    • (3317)CF4 Partner (AR) (1 Jul 2008 to 30 Dec 2014)
  • John Atton

    IRN JXA00132

    • (2418)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Feb 2023)
  • John Bampton

    IRN JHB00033

    • (1924)CF30 Customer (1 Nov 2007 to 19 Oct 2009)
    • (1925)CF22 Investment Adviser (Trainee) (21 Feb 2005 to 31 Oct 2007)
  • John Barlow

    IRN JXB00206

    • (2808)CF30 Customer (29 Apr 2009 to 31 Jan 2010)
  • John Barry Edwards

    IRN JBE00008

    • (1733)CF30 Customer (1 Nov 2007 to 31 Oct 2012)
    • (1735)CF1 Director (AR) (22 Mar 2005 to 27 May 2014)
    • (1734)CF22 Investment Adviser (Trainee) (19 Nov 2004 to 31 Oct 2007)
  • John Caddy

    IRN JXC00009

    • (2172)CF30 Customer (1 Nov 2007 to 30 Nov 2012)
    • (2173)CF22 Investment Adviser (Trainee) (21 Apr 2005 to 31 Oct 2007)
  • John Carpenter

    IRN JXC02445

    • (1492)CF1 Director (AR) (13 Jun 2011 to 30 Apr 2013)
  • John Charles Hutchings

    IRN JXH00179

    • (2476)Appointed representative dealing with clients for which they require qualification (6 Sep 2022 to 7 Apr 2023)
  • John Charles McGrath

    IRN JCM00030

    • (2665)CF1 Director (AR) (4 Mar 2016 to 30 Jun 2016)
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