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.

  • Patrick Joseph Condon

    IRN PXC01642

    • (1153)CF1 Director (AR) (21 Dec 2004 to 11 Jun 2010)
  • Patrick Martin Rice

    IRN PXR00132

    • (2637)Appointed representative dealing with clients for which they require qualification (6 Sep 2022 to 3 Nov 2025)
  • Patrick Pearse Mc Daid

    IRN PPM00008

    • (2998)CF1 Director (AR) (31 Oct 2004 to 14 May 2010)
  • Paul Adrian Gilbert

    IRN PAG00008

    • (2151)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Jul 2021)
  • Paul Alan Flavin

    IRN PAF01091

    • (1301)CF4 Partner (AR) (31 Oct 2004 to 1 Sep 2010)
  • Paul Alan Latham

    IRN PAL01149

    • (868)CF2 Non Executive Director (AR) (15 Apr 2008 to 16 Jan 2010)
  • Paul Alexander Yewdall

    IRN PAY00002

    • (1211)CF30 Customer (1 Nov 2007 to 3 Jan 2008)
    • (1212)CF22 Investment Adviser (Trainee) (23 Jun 2006 to 31 Oct 2007)
  • Paul Alfred Austin

    IRN PAA01060

    • (2976)CF1 Director (AR) (29 Oct 2007 to 18 Feb 2013)
  • Paul Andrew Banks

    IRN PXB00207

    • (876)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (877)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (878)CF1 Director (AR) (since 15 Apr 2009)
  • Paul Andrew Dixon

    IRN PAD01125

    • (258)CF30 Customer (19 Nov 2007 to 1 Feb 2010)
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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