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.

  • Keith Victor Sturges

    IRN KVS01005

    • (14)CF1 Director (AR) (31 Oct 2004 to 11 May 2010)
  • Kelly Claire Ladlow

    IRN KXL00080

    • (2413)Appointed representative dealing with clients for which they require qualification (1 Sep 2020 to 8 Nov 2021)
  • Kelly Jolene Platten

    IRN KXP00410

    • (2188)Appointed representative dealing with clients for which they require qualification (11 Jun 2024 to 17 Oct 2024)
  • Kelly Louise Gibbon

    IRN KLG01021

    • (1314)CF1 Director (AR) (26 Oct 2007 to 18 Feb 2013)
  • Kelly Sian Coyne

    IRN KSB01040

    • (1650)CF1 Director (AR) (13 Jun 2007 to 30 Sep 2009)
  • Kelvin Facey

    IRN KEF00003

    • (1799)CF30 Customer (22 Jan 2008 to 30 Apr 2013)
    • (1800)CF1 Director (AR) (22 Jan 2008 to 30 Apr 2013)
  • Kendyl Binnie

    IRN KXB00187

    • (2320)Appointed representative dealing with clients for which they require qualification (13 Mar 2023 to 3 Jun 2024)
  • Kennedy Masango

    IRN KXM01499

    • (286)CF1 Director (AR) (1 Dec 2005 to 27 Aug 2008)
  • Kenneth Frank Redgwell

    IRN KFR01014

    • (1147)CF1 Director (AR) (31 Oct 2004 to 8 Jun 2008)
  • Kenneth Gordon Rush

    IRN KGR00001

    • (1251)CF4 Partner (AR) (31 Oct 2004 to 9 Jan 2006)
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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: (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