Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
4 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.

  • Michael Francis Poole

    IRN MFP00004

    • (1288)CF4 Partner (AR) (14 Jan 2005 to 6 Nov 2008)
  • Michael Fredrick White

    IRN MXW00260

    • (518)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (519)Appointed representative dealing with clients for which they require qualification (since 6 Jan 2023)
  • Michael Friday

    IRN MXF02005

    • (1488)CF1 Director (AR) (15 Jul 2020 to 31 Mar 2021)
  • Michael Gallagher

    IRN MXG00097

    • (312)CF1 Director (AR) (31 Oct 2004 to 9 Aug 2006)
  • Michael Gerard McKernan

    IRN MXM00579

    • (2292)Appointed representative dealing with clients for which they require qualification (29 Oct 2021 to 26 Apr 2023)
  • Michael Gilbert Spencer

    IRN MXS00146

    • (142)CF1 Director (AR) (19 Dec 2008 to 31 Mar 2010)
  • Michael Grainger

    IRN MXG00684

    • (383)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (384)Appointed representative dealing with clients for which they require qualification (since 21 Dec 2023)
  • Michael Griffin

    IRN MXG00119

    • (1270)CF1 Director (AR) (31 Oct 2004 to 17 Jan 2008)
  • Michael Haas

    IRN MXH00271

    • (185)CF1 Director (AR) (31 Oct 2004 to 30 May 2014)
  • Michael Harvey

    IRN MXH00322

    • (2395)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Nov 2025)
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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