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.

  • Gerald David Selvey

    IRN GDS00020

    • (1727)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Oct 2025)
  • Gerald Edwin Ryan

    IRN GER01024

    • (1007)CF1 Director (AR) (29 Jun 2005 to 3 Apr 2006)
  • Gerald Laurence Dupree

    IRN ELD00006

    • (36)CF1 Director (AR) (since 9 May 2022)
  • Geraldine Elizabeth Condon

    IRN GXC01454

    • (1157)CF1 Director (AR) (25 Nov 2004 to 11 Jun 2010)
  • Gerard Thomas Cannon

    IRN GTC00007

    • (2028)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Dec 2020)
  • Gerhard Friedrich Thronicker

    IRN GFT00002

    • (253)CF30 Customer (1 Nov 2007 to 1 Feb 2008)
    • (255)CF21 Investment Adviser (17 Sep 2007 to 31 Oct 2007)
    • (256)CF1 Director (AR) (10 May 2006 to 1 Feb 2008)
    • (254)CF22 Investment Adviser (Trainee) (10 May 2006 to 17 Sep 2007)
  • Gerrard Michael O'Neil-Bell

    IRN GMO01017

    • (2708)CF1 Director (AR) (7 Jul 2006 to 18 Jul 2008)
  • Giles Barrett

    IRN GXB00003

    • (2477)Appointed representative dealing with clients for which they require qualification (17 Sep 2020 to 28 Feb 2025)
    • (2478)CF1 Director (AR) (10 Sep 2020 to 28 Feb 2025)
  • Giles Osborn Chapman

    IRN GOC00006

    • (923)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 3 Jun 2003)
  • Gillian Crutwell

    IRN GXC00189

    • (2324)Appointed representative dealing with clients for which they require qualification (13 Sep 2022 to 27 Mar 2023)
    • (2325)CF1 Director (AR) (17 Aug 2022 to 12 Dec 2023)
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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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