Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
3 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.

  • Alan James Ian Whiteman

    IRN AJW01346

    • (308)CF4 Partner (AR) (27 Jan 2009 to 7 May 2010)
  • Alan James Newell

    IRN AJN01058

    • (2805)CF30 Customer (17 May 2010 to 31 Oct 2012)
  • Alan Jesson

    IRN AXJ00218

    • (2293)Appointed representative dealing with clients for which they require qualification (6 May 2021 to 12 Sep 2022)
  • Alan John Hemsworth

    IRN AJH00067

    • (1983)CF1 Director (AR) (4 Nov 2004 to 10 Jun 2005)
  • Alan John Stoneham Hall

    IRN AJH01439

    • (1377)CF1 Director (AR) (31 Oct 2004 to 5 Dec 2013)
  • Alan Joseph Smith

    IRN AJS00024

    • (237)CF4 Partner (AR) (31 Oct 2004 to 8 Jun 2007)
  • Alan Karlson

    IRN AJK01110

    • (1796)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 27 Oct 2021)
  • Alan MacGregor Mackie

    IRN AMM01149

    • (431)CF2 Non Executive Director (AR) (18 Jun 2009 to 18 Feb 2011)
  • Alan Mark Salter

    IRN AMS01214

    • (270)CF30 Customer (1 Jun 2011 to 5 Dec 2011)
  • Alan Michael Millward

    IRN AMM01202

    • (1028)CF30 Customer (1 Nov 2007 to 5 Dec 2007)
    • (1029)CF22 Investment Adviser (Trainee) (7 Jun 2006 to 31 Oct 2007)
    • (1030)CF1 Director (AR) (7 Jun 2006 to 24 Jun 2011)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • ERL Consultancy Ltd (no longer appointed)

    FRN 469046 · Appointed 14 Jun 2007 · Until 1 Mar 2018

  • Essex Lending Solutions Ltd (no longer appointed)

    FRN 469001 · Appointed 14 Jun 2007 · Until 8 Jul 2013

  • FTS Financial (no longer appointed)

    FRN 469000 · Appointed 14 Jun 2007 · Until 27 Feb 2008

  • Nick Jackson (no longer appointed)

    FRN 215718 · Appointed 14 Jun 2007 · Until 26 Jan 2017

  • Kemp & Co Mortgage Solutions (no longer appointed)

    FRN 468859 · Appointed 11 Jun 2007 · Until 2 Nov 2007

  • Lea FS (no longer appointed)

    FRN 468857 · Appointed 11 Jun 2007 · Until 27 Oct 2012

  • Colin H Platt (no longer appointed)

    FRN 468858 · Appointed 11 Jun 2007 · Until 29 Jul 2009

  • Manor Parc Mortgages (no longer appointed)

    FRN 468867 · Appointed 11 Jun 2007 · Until 25 Apr 2008

  • Mortgage Xpress Ltd (no longer appointed)

    FRN 468751 · Appointed 7 Jun 2007 · Until 8 Feb 2010

  • DK Financial Ltd (no longer appointed)

    FRN 468615 · Appointed 4 Jun 2007 · Until 12 Jun 2015

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Recent activity

Updates to this firm's record on the FCA register.

  1. controlled function added: (1131)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  2. controlled function added: (1130)CF1 Director (AR)

  3. controlled function added: (1129)Appointed representative dealing with clients for which they require qualification

  4. controlled function added: (1128)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  5. controlled function added: (1127)CF1 Director (AR)

  6. controlled function added: (1126)Appointed representative dealing with clients for which they require qualification

  7. controlled function added: (1125)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  8. controlled function added: (1124)CF1 Director (AR)

  9. controlled function added: (1123)Appointed representative dealing with clients for which they require qualification

  10. controlled function added: (1122)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

Show more