Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
5 days ago

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    3700
    Birmingham Business Park
    Birmingham
    West Midlands
    B37 7YT
    UNITED KINGDOM
    Phone
    +443303030237
    Web
    https://www.primis.co.uk

  • Complaints Contact

    3700
    Birmingham Business Park
    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

  • 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 Retail (Non-Investment Insurance), Commercial, 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.

  • Micheal Howard Griffiths

    IRN MHG00007

    • (2851)CF30 Customer (1 Nov 2007 to 11 Jun 2009)
    • (2852)CF22 Investment Adviser (Trainee) (25 Nov 2004 to 31 Oct 2007)
  • Michelle Charlesworth

    IRN MXC02184

    • (452)CF4 Partner (AR) (18 May 2009 to 20 Oct 2010)
  • Michelle Devine

    IRN MXD00186

    • (996)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (998)CF1 Director (AR) (since 24 Oct 2022)
    • (997)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Michelle Doherty

    IRN MXD26474

    • (2756)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Jan 2020)
  • Michelle Freeman

    IRN MXF00112

    • (749)Appointed representative dealing with clients for which they require qualification (16 Jan 2020 to 14 Nov 2020)
  • Michelle Hamilton-Smith

    IRN MXH00671

    • (447)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (448)Appointed representative dealing with clients for which they require qualification (since 12 Nov 2021)
  • Michelle Jane Cresswell

    IRN MJC01486

    • (975)CF2 Non Executive Director (AR) (10 Feb 2006 to 14 Jan 2010)
  • Michelle Lee Wealleans

    IRN MLW01057

    • (1665)CF4 Partner (AR) (11 Jan 2007 to 21 May 2010)
  • Michelle Olivia Heard

    IRN MOH01004

    • (798)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (799)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (800)CF1 Director (AR) (since 23 May 2016)
  • Michelle Shilliam

    IRN MXH02030

    • (1629)CF4 Partner (AR) (24 Jun 2008 to 28 Jan 2009)
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