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.

  • Martin Reilly

    IRN MAR00058

    • (2051)CF30 Customer (1 Nov 2007 to 13 Aug 2008)
    • (2053)CF1 Director (AR) (26 Oct 2007 to 13 Aug 2008)
    • (2052)CF22 Investment Adviser (Trainee) (26 Oct 2007 to 31 Oct 2007)
  • Martin Tapper

    IRN MCT01076

    • (645)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (647)Appointed representative dealing with clients for which they require qualification (since 1 Dec 2021)
    • (646)CF4 Partner (AR) (since 25 Nov 2021)
  • Martin Young

    IRN MXY01062

    • (577)CF1 Director (AR) (31 Oct 2004 to 20 Jan 2006)
  • Martine Pope

    IRN MXP00616

    • (2224)Appointed representative dealing with clients for which they require qualification (12 Oct 2022 to 6 Oct 2023)
  • Martine Wilson

    IRN MXW02022

    • (796)CF1 Director (AR) (10 Oct 2012 to 20 May 2016)
  • Martyn Gadsby

    IRN MXG01570

    • (1267)CF1 Director (AR) (31 Oct 2004 to 11 May 2006)
  • Martyn Leader

    IRN MXL00132

    • (60)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (61)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Martyn Lock

    IRN MXL00091

    • (2775)CF1 Director (AR) (8 Oct 2008 to 2 Nov 2010)
  • Martyn Paul Seaman

    IRN MPS01142

    • (633)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (635)CF1 Director (AR) (since 23 Nov 2022)
    • (634)Appointed representative dealing with clients for which they require qualification (since 17 Aug 2021)
  • Mary Jane Cross

    IRN MJC01561

    • (368)CF3 Chief Executive (19 Nov 2014 to 1 Jun 2018)
    • (369)CF1 Director (3 Jan 2012 to 28 Oct 2019)
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