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.

  • Michelle Stevens

    IRN MXS02082

    • (1728)CF1 Director (AR) (31 Oct 2004 to 3 Jan 2012)
  • Mike Carter

    IRN MIC01025

    • (1577)CF1 Director (AR) (17 Nov 2009 to 30 Dec 2013)
  • Minisha Kirkpatrick

    IRN MXK00344

    • (2494)Appointed representative dealing with clients for which they require qualification (19 May 2021 to 24 Mar 2023)
  • Miranda Hickey

    IRN MXH00328

    • (2354)Appointed representative dealing with clients for which they require qualification (1 Aug 2023 to 13 Mar 2026)
  • Mitch Atkins

    IRN MXA03622

    • (3097)CF1 Director (AR) (9 Dec 2015 to 3 Mar 2016)
  • Mohamed Amar Aslam

    IRN AXA00084

    • (384)CF1 Director (AR) (8 Mar 2005 to 16 Nov 2007)
  • Mohamed Saleem Rasheed

    IRN SXR00071

    • (2106)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Aug 2023)
  • Mohammad Iqbal Sarwar

    IRN MIS00013

    • (3256)CF1 Director (AR) (31 Oct 2004 to 7 May 2013)
  • Mohammed Ali

    IRN MXA03605

    • (78)CF1 Director (AR) (5 Feb 2016 to 15 Nov 2016)
  • Mohammed Arif

    IRN MXA00235

    • (142)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (143)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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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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