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.

  • Jamie Thompson

    IRN JXT00155

    • (156)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (157)Appointed representative dealing with clients for which they require qualification (since 20 Jan 2020)
  • Jamie Watts

    IRN JDW01164

    • (2733)CF1 Director (AR) (12 Jul 2012 to 1 Apr 2013)
  • Jamie, David Stewart

    IRN JXS00955

    • (945)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (946)Appointed representative dealing with clients for which they require qualification (since 15 Jan 2024)
    • (947)CF1 Director (AR) (since 13 Apr 2022)
  • Jan Johnson

    IRN JMB01376

    • (2628)CF1 Director (AR) (23 Nov 2006 to 30 Sep 2011)
  • Jan Malin Harries

    IRN JXM00379

    • (2356)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Aug 2023)
  • Jane Annalie Williams

    IRN JAW01304

    • (170)CF4 Partner (AR) (8 Jan 2010 to 31 Mar 2010)
  • Jane Anne Smith

    IRN JAS01376

    • (956)CF4 Partner (AR) (30 Jan 2006 to 8 Jun 2007)
  • Jane Elizabeth Carr

    IRN JEC01210

    • (842)CF1 Director (AR) (21 May 2007 to 3 Jun 2010)
  • Jane Finn

    IRN JXF00068

    • (504)CF1 Director (AR) (25 May 2005 to 3 Apr 2006)
    • (503)CF22 Investment Adviser (Trainee) (13 Feb 2003 to 1 Aug 2003)
  • Jane Lesley Charlton

    IRN JLC00005

    • (2862)CF30 Customer (1 Nov 2007 to 31 Dec 2012)
    • (2864)CF1 Director (AR) (27 May 2005 to 31 Dec 2012)
    • (2863)CF22 Investment Adviser (Trainee) (27 May 2005 to 31 Oct 2007)
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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)

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