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.

  • Jack Johnson

    IRN JXJ00020

    • (235)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (236)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2024)
  • Jack Richardson

    IRN JXR01651

    • (2604)CF1 Director (AR) (11 Oct 2012 to 20 Nov 2012)
    • (2602)CF30 Customer (10 Nov 2009 to 31 Oct 2012)
    • (2603)CF4 Partner (AR) (13 May 2009 to 11 Oct 2012)
  • Jack Wakefield

    IRN JXW00697

    • (2230)Appointed representative dealing with clients for which they require qualification (6 May 2022 to 19 Aug 2022)
  • Jackie Anne Drake

    IRN JAD01210

    • (49)CF1 Director (AR) (24 Nov 2006 to 1 Feb 2008)
  • Jacob Weekes

    IRN JXW00493

    • (2298)Appointed representative dealing with clients for which they require qualification (20 Jul 2022 to 21 Apr 2023)
  • Jacqueline Ann Gardner

    IRN JAC01335

    • (3324)CF1 Director (AR) (8 Nov 2005 to 17 Dec 2012)
  • Jacqueline Ann Tatam

    IRN JAT01158

    • (146)CF2 Non Executive Director (AR) (30 Apr 2010 to 31 Oct 2012)
  • Jacqueline Carol Mansfield

    IRN JCM01199

    • (1078)CF1 Director (AR) (13 Dec 2004 to 13 Dec 2004)
  • Jacqueline Doxey

    IRN JXD01663

    • (1165)CF1 Director (AR) (31 Jul 2007 to 23 Aug 2010)
  • Jacqueline Fitzpatrick

    IRN JXF00097

    • (1840)Appointed representative dealing with clients for which they require qualification (13 Mar 2020 to 11 May 2020)
    • (1838)CF30 Customer (1 Nov 2007 to 11 May 2020)
    • (1839)CF22 Investment Adviser (Trainee) (30 Oct 2007 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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