Personal Touch Financial Services Limited

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

  • Pardeep Singh Chahal

    IRN PXC00173

    • (2416)Appointed representative dealing with clients for which they require qualification (24 Jul 2020 to 29 Nov 2021)
  • Pardeep Singh Dubb

    IRN PXD00231

    • (449)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (450)Appointed representative dealing with clients for which they require qualification (since 29 Oct 2021)
  • Parmjit Chhokar

    IRN PXK01234

    • (1764)CF1 Director (AR) (27 Jul 2022 to 16 Nov 2022)
  • Patricia Ann Davies

    IRN PAD01130

    • (1215)CF4 Partner (AR) (8 Nov 2004 to 12 Oct 2009)
  • Patricia Joan Bradley

    IRN PXB00132

    • (1179)CF4 Partner (AR) (31 Oct 2004 to 31 Dec 2009)
  • Patricia Lilian Cooper

    IRN PLC00014

    • (41)CF21 Investment Adviser (1 Dec 2001 to 28 Feb 2002)
  • Patrick Dean

    IRN PXD90185

    • (1459)CF1 Director (AR) (3 Aug 2020 to 10 Feb 2022)
  • Patrick George Bryan

    IRN PGB00004

    • (2740)CF1 Director (AR) (31 Oct 2004 to 29 Feb 2008)
  • Patrick James Hooper

    IRN PJH00068

    • (338)CF1 Director (AR) (6 Apr 2011 to 17 Dec 2012)
    • (335)CF30 Customer (1 Nov 2007 to 31 Jan 2018)
    • (337)CF21 Investment Adviser (6 Oct 2006 to 31 Oct 2007)
    • (336)CF22 Investment Adviser (Trainee) (14 Oct 2005 to 6 Oct 2006)
  • Patrick James Reeve

    IRN PJR00029

    • (900)21. Advising or arranging (bringing about) equity release transactions
    • (901)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (902)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (903)CF1 Director (AR) (since 31 Oct 2004)
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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

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