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.

  • Justin Davey

    IRN JXD00484

    • (1466)CF1 Director (AR) (16 Dec 2021 to 30 Dec 2022)
  • Justin Elliot Eagles

    IRN JEE01043

    • (2663)CF2 Non Executive Director (AR) (11 Nov 2010 to 31 Dec 2012)
  • Justin Leslie Last

    IRN JLL00011

    • (418)CF1 Director (AR) (18 Dec 2008 to 22 Oct 2009)
  • Justine Harrod

    IRN JXH01053

    • (409)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (410)Appointed representative dealing with clients for which they require qualification (since 5 Jan 2023)
  • Jyoti Paul

    IRN JXP00157

    • (166)CF1 Director (AR) (28 Jul 2008 to 4 Aug 2009)
    • (165)CF4 Partner (AR) (3 Nov 2005 to 28 Jul 2008)
  • Kaljit Singh Dhillon

    IRN KSD00007

    • (845)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (846)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (847)CF1 Director (AR) (since 17 Jul 2008)
    • (3018)CF1 Director (AR) (22 Oct 2007 to 23 May 2008)
  • Kamal Nayan Rauniar

    IRN KNR00001

    • (726)CF30 Customer (1 Nov 2007 to 12 Dec 2008)
    • (727)CF22 Investment Adviser (Trainee) (26 Oct 2007 to 31 Oct 2007)
  • Kamalijit Kaur Tucker

    IRN KKT01006

    • (1125)CF1 Director (AR) (31 Oct 2004 to 25 Jan 2006)
  • Karen Ann Last

    IRN KXL01191

    • (1784)CF1 Director (AR) (14 May 2007 to 3 Aug 2007)
  • Karen Elizabeth Whatley

    IRN KXW00196

    • (42)CF4 Partner (AR) (since 8 Aug 2021)
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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: (1141)Appointed representative dealing with clients for which they require qualification

  2. controlled function added: (1140)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  3. controlled function added: (1139)CF1 Director (AR)

  4. controlled function added: (1138)Appointed representative dealing with clients for which they require qualification

  5. controlled function added: (1137)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  6. controlled function added: (1136)CF1 Director (AR)

  7. controlled function added: (1135)Appointed representative dealing with clients for which they require qualification

  8. controlled function added: (1134)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  9. controlled function added: (1133)CF1 Director (AR)

  10. controlled function added: (1132)Appointed representative dealing with clients for which they require qualification

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