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.

  • Malcolm Jellows

    IRN MXJ00224

    • (951)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (953)CF1 Director (AR) (since 31 Dec 2023)
    • (952)Appointed representative dealing with clients for which they require qualification (since 12 Jan 2021)
  • Mandy Anne Prince

    IRN MAF01131

    • (1579)CF1 Director (AR) (2 Sep 2009 to 14 Jul 2011)
  • Mandy Armitage

    IRN MXA37216

    • (2506)Appointed representative dealing with clients for which they require qualification (26 May 2022 to 2 Dec 2022)
  • Mandy Dawn Carruthers

    IRN MDC01136

    • (880)CF1 Director (AR) (16 Jan 2007 to 10 Mar 2009)
  • Manga Khan

    IRN MXK01509

    • (1116)CF4 Partner (AR) (31 Oct 2004 to 26 Aug 2005)
  • Manikandan Lingappan

    IRN MXL00320

    • (2280)Appointed representative dealing with clients for which they require qualification (16 Aug 2021 to 28 Jan 2024)
  • Manjit Bajwa

    IRN MXB00308

    • (2456)Appointed representative dealing with clients for which they require qualification (14 Aug 2020 to 28 Sep 2020)
  • Manjit Singh Ranu

    IRN MSR00002

    • (2969)CF30 Customer (13 Mar 2012 to 5 Jan 2020)
    • (2970)CF1 Director (AR) (13 Mar 2012 to 5 Jan 2020)
  • Manvir Nijjar

    IRN MXN00372

    • (365)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (366)Appointed representative dealing with clients for which they require qualification (since 24 May 2024)
  • Marc Barnes

    IRN MXB01657

    • (2898)CF30 Customer (16 Jun 2008 to 28 May 2009)
    • (2899)CF1 Director (AR) (16 Jun 2008 to 28 May 2009)
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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: (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