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.

  • Hannah Hussain

    IRN HXH00043

    • (2330)Appointed representative dealing with clients for which they require qualification (30 May 2022 to 7 Aug 2025)
  • Hannah Matilda Appelgren

    IRN HMA01029

    • (3281)CF2 Non Executive Director (AR) (29 Jan 2008 to 29 Jan 2008)
  • Hannah Rose Russell

    IRN HXR00110

    • (451)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (452)Appointed representative dealing with clients for which they require qualification (since 7 Oct 2021)
  • Hannah Todd

    IRN HXS00173

    • (2291)Appointed representative dealing with clients for which they require qualification (21 May 2021 to 22 Aug 2023)
  • Hans Jenkins

    IRN HDJ00002

    • (2141)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Feb 2020)
    • (2139)CF30 Customer (1 Nov 2007 to 31 Oct 2012)
    • (2140)CF22 Investment Adviser (Trainee) (25 Oct 2007 to 31 Oct 2007)
  • Harbinder Kalsi

    IRN HXK00053

    • (530)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (531)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Hardeep Nijjer

    IRN HXN00053

    • (2246)Appointed representative dealing with clients for which they require qualification (24 Jan 2022 to 24 Jun 2022)
  • Hardial Singh Flora

    IRN HSF01010

    • (550)CF30 Customer (4 Mar 2009 to 3 Jan 2012)
  • Harjinder Dhanda

    IRN HXD01113

    • (3198)CF1 Director (AR) (1 Nov 2010 to 17 Nov 2011)
    • (3197)CF30 Customer (1 Nov 2010 to 17 Nov 2011)
  • Harjinder Virdi

    IRN HSV00001

    • (1872)CF30 Customer (29 Jun 2010 to 7 Mar 2011)
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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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