Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
2 days ago
Watch for changes

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.

  • Mark Joseph Donnelly

    IRN MJD00066

    • (360)CF30 Customer (1 Nov 2007 to 13 Aug 2009)
    • (361)CF22 Investment Adviser (Trainee) (10 Oct 2006 to 31 Oct 2007)
  • Mark Joseph Laurenti

    IRN MXL00073

    • (229)CF1 Director (AR) (31 Oct 2004 to 17 Feb 2009)
  • Mark Laurence Rogers

    IRN MLR01065

    • (635)CF1 Director (AR) (23 Oct 2008 to 17 Dec 2010)
  • Mark Lloyd Robson

    IRN MLR01067

    • (1600)Appointed representative dealing with clients for which they require qualification (17 Nov 2023 to 2 Sep 2024)
  • Mark Macmain

    IRN MXM00314

    • (2452)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 May 2023)
  • Mark Newman

    IRN MXN00035

    • (2105)Appointed representative dealing with clients for which they require qualification (7 Jul 2022 to 16 Jan 2025)
  • Mark Paterson-Mandagie

    IRN MXP01802

    • (602)CF1 Director (AR) (11 Feb 2009 to 15 May 2009)
  • Mark Pazik

    IRN MXP00431

    • (2271)CF1 Director (AR) (19 Oct 2021 to 15 Feb 2023)
  • Mark Peter Brownlow

    IRN MPB00004

    • (494)CF1 Director (AR) (9 Nov 2010 to 8 Apr 2011)
  • Mark Pulford

    IRN MXP02653

    • (591)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (592)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (593)CF1 Director (AR) (since 6 Nov 2015)
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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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