Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
2 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.

  • Daniel Hulme

    IRN DXH00222

    • (2441)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Aug 2022)
  • Daniel Jacob Holloway

    IRN DJH01455

    • (2819)CF30 Customer (16 Feb 2010 to 26 Apr 2011)
  • Daniel James Roberts

    IRN DJR01186

    • (563)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (564)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Daniel Jones

    IRN DXJ00142

    • (2299)Appointed representative dealing with clients for which they require qualification (3 May 2022 to 15 Nov 2023)
  • Daniel Joseph McGeehan

    IRN DJM01425

    • (761)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (762)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (763)CF1 Director (AR) (since 5 Jul 2007)
  • Daniel Lamont

    IRN DXL01428

    • (3241)CF30 Customer (10 Apr 2013 to 15 Jan 2014)
  • Daniel Larner

    IRN DXL00122

    • (1043)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1044)Appointed representative dealing with clients for which they require qualification (since 10 Feb 2021)
    • (1045)CF1 Director (AR) (since 9 Feb 2021)
    • (2632)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Jan 2021)
  • Daniel MacDonald

    IRN DXM01219

    • (338)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (339)Appointed representative dealing with clients for which they require qualification (since 8 Jul 2025)
  • Daniel Martin

    IRN DXM00259

    • (2381)Appointed representative dealing with clients for which they require qualification (7 Jan 2021 to 30 Apr 2021)
  • Daniel McGowan

    IRN DXM00532

    • (2287)Appointed representative dealing with clients for which they require qualification (14 Jun 2021 to 18 Aug 2021)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Marina Wynne (no longer appointed)

    FRN 512926 · Appointed 18 Nov 2009 · Until 1 Jun 2010

  • Gavin Hobson (no longer appointed)

    FRN 468516 · Appointed 18 Nov 2009 · Until 30 Nov 2012

  • Ian Gledhill (no longer appointed)

    FRN 512580 · Appointed 17 Nov 2009 · Until 7 Aug 2013

  • Tracey Daniel (no longer appointed)

    FRN 512566 · Appointed 17 Nov 2009 · Until 26 Aug 2011

  • Steven Hems (no longer appointed)

    FRN 512480 · Appointed 16 Nov 2009 · Until 23 Sep 2011

  • Kerry Hollowell (no longer appointed)

    FRN 512494 · Appointed 16 Nov 2009 · Until 16 Mar 2011

  • Martyn Benton (no longer appointed)

    FRN 512492 · Appointed 16 Nov 2009 · Until 1 Jun 2010

  • Joseph Clintworth (no longer appointed)

    FRN 512400 · Appointed 13 Nov 2009 · Until 16 Nov 2012

  • Andrew Paul Holland (no longer appointed)

    FRN 512365 · Appointed 13 Nov 2009 · Until 24 Apr 2012

  • Matthew Randall (no longer appointed)

    FRN 512390 · Appointed 13 Nov 2009 · Until 17 Dec 2012

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Recent activity

Updates to this firm's record on the FCA register.

  1. controlled function added: (1151)Appointed representative dealing with clients for which they require qualification

  2. controlled function added: (1150)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  3. controlled function added: (1149)CF1 Director (AR)

  4. controlled function added: (1148)Appointed representative dealing with clients for which they require qualification

  5. controlled function added: (1147)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  6. controlled function added: (1146)21. Advising or arranging (bringing about) equity release transactions

  7. controlled function added: (1145)CF1 Director (AR)

  8. controlled function added: (1144)Appointed representative dealing with clients for which they require qualification

  9. controlled function added: (1143)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  10. controlled function added: (1142)CF1 Director (AR)

Show more