Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
3 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.

  • Mehulkumar Kanubhai Mahijibhai Patel

    IRN MKP01035

    • (822)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (823)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (824)CF1 Director (AR) (since 24 Feb 2016)
  • Melanie Creedy

    IRN MXC02135

    • (629)CF1 Director (AR) (5 Sep 2008 to 23 Sep 2010)
  • Melba Ann Henderson Reed

    IRN MAR01253

    • (610)CF4 Partner (AR) (15 May 2009 to 20 Oct 2010)
  • Melissa Duffy

    IRN MXD00634

    • (2208)Appointed representative dealing with clients for which they require qualification (25 Apr 2023 to 19 Jun 2024)
  • Melvyn Douglas Andrews

    IRN MDA00006

    • (436)CF30 Customer (1 Jun 2011 to 31 Oct 2012)
  • Memory Muchaneta Musekiwa

    IRN MMM01077

    • (825)CF1 Director (AR) (10 Jul 2007 to 19 Jul 2007)
  • Merrick George Allen

    IRN MXA02573

    • (3326)CF1 Director (AR) (9 Oct 2012 to 6 Jun 2014)
  • Mervyn Cyril Morgan

    IRN MCM00012

    • (393)CF4 Partner (AR) (5 Dec 2007 to 3 Dec 2008)
  • Mervyn William Cawston

    IRN MWC00003

    • (443)CF22 Investment Adviser (Trainee) (6 Mar 2003 to 15 Dec 2004)
  • Mia Booth

    IRN MXB04225

    • (2177)Appointed representative dealing with clients for which they require qualification (24 Jul 2025 to 11 Mar 2026)
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