Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    3700
    Birmingham Business Park
    Parkside
    Birmingham
    West Midlands
    B37 7YT
    UNITED KINGDOM
    Phone
    +443303030237
    Web
    https://www.primis.co.uk

  • Complaints Contact

    3700
    Birmingham Business Park
    Parkside
    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

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • 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 Commercial, Retail (Non-Investment Insurance), 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.

  • Laurence Edward Rayburn

    IRN LER01038

    • (1508)CF1 Director (AR) (6 Sep 2019 to 20 Mar 2020)
  • Laurence Reginald John Homewood

    IRN LRH00009

    • (496)CF30 Customer (29 Mar 2010 to 16 Sep 2010)
  • Laurent Raphael Lesser

    IRN LXL00106

    • (2310)Appointed representative dealing with clients for which they require qualification (31 Aug 2021 to 25 Apr 2022)
  • Lawrence Jennings

    IRN LXJ00038

    • (1018)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1019)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (3000)CF1 Director (AR) (24 Mar 2022 to 1 Dec 2024)
    • (2999)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Mar 2021)
  • Lawrence Michael Reeve

    IRN LMR01049

    • (653)CF1 Director (AR) (9 Sep 2008 to 18 May 2009)
  • Lea Trevor Greenway

    IRN LTG00001

    • (479)CF30 Customer (1 Nov 2007 to 21 May 2008)
    • (481)CF4 Partner (AR) (22 Dec 2005 to 21 May 2008)
    • (480)CF22 Investment Adviser (Trainee) (22 Dec 2005 to 31 Oct 2007)
  • Leanne Delduca

    IRN LXD00287

    • (405)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (406)Appointed representative dealing with clients for which they require qualification (since 16 May 2022)
  • Leanne Mahoney

    IRN LXM00142

    • (2430)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 May 2024)
  • Leanne May Sadd

    IRN LXS00599

    • (375)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (376)Appointed representative dealing with clients for which they require qualification (since 1 Mar 2024)
  • Lee Andrew Hobin

    IRN LAH00014

    • (137)CF1 Director (AR) (8 Feb 2010 to 25 Feb 2011)
    • (136)CF30 Customer (7 Jan 2009 to 25 Feb 2011)
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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. trading name added: FS Box

  2. trading name added: Financial Services Toolbox

  3. trading name added: Capital Assure

  4. trading name added: B&C Box

  5. trading name added: ASU Box

  6. trading name added: Personal Touch Insurance Services Limited

  7. trading name added: Personal Touch Financial Services Ltd

  8. trading name added: Personal Touch Insurance

  9. trading name added: Personal Touch Hub

  10. trading name added: Personal Touch Finance Equity Release

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