Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
2 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.

  • Lewis Wakefield

    IRN LXW01258

    • (646)CF1 Director (AR) (25 Jul 2008 to 29 Dec 2010)
  • Liam Barrie Coleman

    IRN LXC51045

    • (2504)Appointed representative dealing with clients for which they require qualification (22 Apr 2025 to 20 Nov 2025)
  • Liam Brignull

    IRN LXB00134

    • (74)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (75)Appointed representative dealing with clients for which they require qualification (since 9 Jan 2020)
  • Liam James Clarke

    IRN LJC01106

    • (180)CF30 Customer (7 Oct 2011 to 31 Dec 2012)
  • Liam Joseph Lally

    IRN LXL01155

    • (1172)CF1 Director (AR) (31 Oct 2004 to 1 Aug 2011)
  • Liam Paul Haworth

    IRN LPH01008

    • (492)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (493)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Liliana Bivol

    IRN LXB00097

    • (2472)Appointed representative dealing with clients for which they require qualification (2 Dec 2020 to 2 Dec 2024)
  • Lily Johnson

    IRN LXJ00219

    • (355)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (356)Appointed representative dealing with clients for which they require qualification (since 2 Jan 2025)
  • Linda Ann Francis

    IRN LAF01054

    • (520)CF1 Director (AR) (3 Dec 2013 to 11 Nov 2014)
  • Linda Ann Mayor

    IRN LAM01087

    • (850)CF1 Director (AR) (10 Jan 2007 to 27 Jun 2017)
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: (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

Show more