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.

  • Jayant Jagatkant

    IRN JXJ00146

    • (2493)Appointed representative dealing with clients for which they require qualification (25 May 2021 to 15 Mar 2022)
  • Jayne Langdale

    IRN JXL01537

    • (1143)CF2 Non Executive Director (AR) (12 Feb 2009 to 16 Apr 2010)
  • Jayne Nightingale

    IRN JXN01268

    • (1386)CF1 Director (AR) (14 Nov 2007 to 31 Jul 2009)
  • Jean Catherine Carpenter

    IRN JCC00012

    • (1455)CF4 Partner (AR) (10 Dec 2010 to 30 Apr 2020)
  • Jean Ethel Campbell

    IRN JEC01216

    • (833)CF1 Director (AR) (26 Jul 2007 to 31 Oct 2017)
  • Jean Maragret Fox

    IRN JMF01117

    • (1131)CF4 Partner (AR) (22 Mar 2005 to 31 May 2019)
  • Jean Stokes

    IRN JXS02495

    • (1225)CF4 Partner (AR) (13 May 2010 to 28 Feb 2013)
  • Jeanette Anne Nicholls

    IRN JAN01071

    • (1296)CF1 Director (AR) (21 Jul 2017 to 7 Jan 2019)
    • (1295)CF2 Non Executive Director (AR) (10 Oct 2008 to 28 Oct 2012)
  • Jeanette Brunton

    IRN JXS00270

    • (109)CF1 Director (AR) (10 Mar 2009 to 5 Nov 2009)
  • Jeanette Mouncher

    IRN JXW01984

    • (622)CF4 Partner (AR) (28 Jul 2008 to 26 Nov 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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