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.

  • Colin Barry Delve

    IRN CBD00008

    • (190)CF1 Director (AR) (18 Oct 2004 to 1 Nov 2006)
  • Colin Booth

    IRN CXB00022

    • (2146)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Oct 2022)
  • Colin Chapman

    IRN CXC00015

    • (673)CF21 Investment Adviser (1 Dec 2001 to 28 Feb 2002)
  • Colin Chisholm

    IRN CXC01508

    • (1049)CF1 Director (AR) (18 Feb 2005 to 28 Jun 2005)
  • Colin Edward Steel

    IRN CES00007

    • (223)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (224)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Colin Edwin Ash

    IRN CEA01022

    • (838)21. Advising or arranging (bringing about) equity release transactions
    • (839)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (840)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (841)CF1 Director (AR) (since 20 Mar 2006)
  • Colin Gardiner

    IRN GXC02138

    • (1540)Appointed representative dealing with clients for which they require qualification (6 May 2022 to 4 May 2023)
  • Colin Hall

    IRN CXH00141

    • (533)CF2 Non Executive Director (AR) (4 Jun 2009 to 23 Mar 2010)
    • (530)CF30 Customer (1 Nov 2007 to 23 May 2008)
    • (532)CF21 Investment Adviser (16 Aug 2007 to 31 Oct 2007)
    • (534)CF1 Director (AR) (3 Aug 2007 to 23 May 2008)
    • (531)CF22 Investment Adviser (Trainee) (11 Jul 2006 to 16 Aug 2007)
  • Colin Hartness

    IRN CXH01627

    • (3240)CF1 Director (AR) (27 Feb 2008 to 26 Mar 2010)
  • Colin Lloyd Coates

    IRN CLC01063

    • (847)CF1 Director (AR) (15 Feb 2007 to 4 Jun 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. 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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