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.

  • Ian Thomas Charles Noyce

    IRN ITN01002

    • (907)CF1 Director (AR) (15 Sep 2006 to 19 Feb 2008)
  • Ian William Blair

    IRN IWB00006

    • (477)CF30 Customer (1 Nov 2007 to 21 Jan 2008)
    • (478)CF22 Investment Adviser (Trainee) (16 Oct 2006 to 31 Oct 2007)
  • Ian William Thompson

    IRN IWT00003

    • (879)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (880)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (881)CF1 Director (AR) (since 16 Oct 2008)
  • Ignatius Burns

    IRN GXB01553

    • (810)CF4 Partner (AR) (31 Oct 2004 to 7 Jul 2008)
  • Ilyas Suleman Patel

    IRN ISP00006

    • (150)CF1 Director (AR) (2 Apr 2015 to 8 Mar 2016)
  • Imran Hafeez

    IRN IXH00054

    • (3104)Appointed representative dealing with clients for which they require qualification (14 Dec 2020 to 23 Jan 2023)
  • Imran Mustafa

    IRN IXM00083

    • (35)CF1 Director (AR) (since 21 Mar 2022)
    • (1458)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Jul 2020)
  • Imran Sheikh

    IRN IXS01517

    • (566)CF1 Director (AR) (14 Apr 2015 to 25 Sep 2015)
  • Inderjit Kular

    IRN IXK21648

    • (1150)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1151)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1152)CF1 Director (AR) (since 10 Oct 2019)
  • India Summer Mustafa

    IRN IXM00292

    • (393)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (394)Appointed representative dealing with clients for which they require qualification (since 17 Nov 2023)
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