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.

  • Graeme Bradley

    IRN GXB00105

    • (221)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (222)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (2021)CF4 Partner (AR) (15 Feb 2007 to 4 Sep 2023)
  • Graeme Swan

    IRN GXS00066

    • (2072)CF1 Director (AR) (27 Jul 2012 to 11 Dec 2012)
  • Graeme Tate

    IRN GXT00068

    • (22)CF1 Director (AR) (8 Oct 2008 to 3 Feb 2010)
  • Graham Alan Millar

    IRN GAM00052

    • (167)CF1 Director (AR) (19 Oct 2007 to 27 Aug 2009)
  • Graham Alexander Scott

    IRN GAS01098

    • (1661)CF30 Customer (12 Apr 2013 to 24 Dec 2013)
  • Graham Arnold Lavender

    IRN GAL00012

    • (1101)CF1 Director (AR) (31 Dec 2004 to 18 Nov 2005)
    • (1100)CF22 Investment Adviser (Trainee) (31 Dec 2004 to 18 Nov 2005)
  • Graham Arthur Jeffries

    IRN GAJ00009

    • (790)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (791)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (792)CF1 Director (AR) (since 2 Jul 2015)
    • (2855)CF1 Director (AR) (4 Oct 2007 to 18 Jun 2008)
    • (2854)CF4 Partner (AR) (31 Oct 2004 to 20 May 2015)
  • Graham Carter

    IRN GXC00168

    • (854)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (855)Appointed representative dealing with clients for which they require qualification (since 1 Apr 2022)
    • (856)CF1 Director (AR) (since 22 Mar 2022)
  • Graham David Denny

    IRN GDD00003

    • (2122)CF1 Director (AR) (4 Nov 2010 to 22 Sep 2016)
  • Graham Doig Scott Baptie

    IRN GDB01072

    • (616)CF1 Director (AR) (3 Oct 2008 to 2 Feb 2012)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Show more

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