Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
4 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.

  • Michael Reed Finch

    IRN MRF00008

    • (1896)CF30 Customer (1 Nov 2007 to 23 Mar 2010)
    • (1897)CF22 Investment Adviser (Trainee) (25 Nov 2004 to 31 Oct 2007)
    • (1898)CF1 Director (AR) (31 Oct 2004 to 23 Mar 2010)
  • Michael Reginald Rawlinson

    IRN MRR01093

    • (206)CF2 Non Executive Director (AR) (22 Sep 2009 to 22 Dec 2009)
    • (207)CF1 Director (AR) (21 Sep 2009 to 21 Sep 2009)
  • Michael Richard Powell

    IRN MRP01107

    • (3138)CF30 Customer (25 Oct 2010 to 31 Oct 2012)
    • (3139)CF4 Partner (AR) (8 Sep 2009 to 15 Nov 2012)
  • Michael Richard Rodger

    IRN MRR00018

    • (978)CF30 Customer (14 Mar 2012 to 22 Jan 2013)
  • Michael Richard Stevens

    IRN MRS01203

    • (1729)CF1 Director (AR) (31 Oct 2004 to 3 Jan 2012)
  • Michael Riley Roberts

    IRN MRR01065

    • (3163)CF1 Director (AR) (15 Jan 2007 to 12 Jul 2011)
  • Michael Roach

    IRN MXR01577

    • (1469)CF2 Non Executive Director (AR) (11 Oct 2010 to 3 Jan 2012)
    • (1470)CF1 Director (AR) (23 Feb 2005 to 10 Oct 2010)
  • Michael Robert Barkess

    IRN MRB00034

    • (537)CF4 Partner (AR) (1 Jul 2005 to 3 Aug 2007)
  • Michael Robert Morgan

    IRN MRM01126

    • (1056)CF1 Director (AR) (21 Dec 2004 to 12 Aug 2008)
  • Michael Ryder Gate

    IRN MRG00013

    • (2158)CF21 Investment Adviser (1 Dec 2001 to 18 Apr 2003)
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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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