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.

  • Corrie Michael Griffin

    IRN CMG01114

    • (1626)CF1 Director (AR) (26 Jun 2008 to 6 Jun 2013)
  • Craig Adam Oliphant

    IRN CAO00002

    • (447)CF1 Director (AR) (25 May 2010 to 4 Mar 2011)
  • Craig Andrew Potter

    IRN CXP00206

    • (500)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (501)Appointed representative dealing with clients for which they require qualification (since 15 Oct 2024)
  • Craig Anthony Bonsor

    IRN CAB00045

    • (2956)CF22 Investment Adviser (Trainee) (3 Nov 2004 to 8 Jun 2005)
  • Craig Bean

    IRN CXB02316

    • (2738)Appointed representative dealing with clients for which they require qualification (14 Jan 2020 to 21 Apr 2025)
    • (2739)CF1 Director (AR) (9 Jan 2020 to 21 Apr 2025)
  • Craig Collins

    IRN CXC00073

    • (2065)CF30 Customer (29 Sep 2011 to 25 Oct 2012)
  • Craig Gray

    IRN CXG00053

    • (344)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (345)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Craig Hunt

    IRN CXH00199

    • (2411)Appointed representative dealing with clients for which they require qualification (27 Apr 2022 to 2 Oct 2024)
    • (2412)CF1 Director (AR) (16 Mar 2022 to 2 Oct 2024)
  • Craig Malcolm Andrews

    IRN CMA00005

    • (795)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (796)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (797)CF1 Director (AR) (since 10 Oct 2007)
  • Craig McMillan Duncan

    IRN CMD01064

    • (265)CF1 Director (AR) (23 Mar 2007 to 26 Feb 2010)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Barry Williams (no longer appointed)

    FRN 531426 · Appointed 10 Sep 2010 · Until 28 Feb 2013

  • Aspire Mortgage Solutions (no longer appointed)

    FRN 479697 · Appointed 10 Sep 2010 · Until 26 Aug 2011

  • Kathryn Teresa O'Malley (no longer appointed)

    FRN 531372 · Appointed 10 Sep 2010 · Until 18 Apr 2016

  • Ronald Bell (no longer appointed)

    FRN 531227 · Appointed 8 Sep 2010 · Until 16 Oct 2014

  • Alperen Yalchin (no longer appointed)

    FRN 531179 · Appointed 7 Sep 2010 · Until 8 Aug 2013

  • Barons Southern Ltd (no longer appointed)

    FRN 530467 · Appointed 24 Aug 2010 · Until 20 Sep 2016

  • Dave Mead (no longer appointed)

    FRN 529854 · Appointed 17 Aug 2010 · Until 23 Apr 2012

  • Essex Countryside Ltd (no longer appointed)

    FRN 451041 · Appointed 12 Aug 2010 · Until 7 Aug 2013

  • Holley Protect Ltd (no longer appointed)

    FRN 529502 · Appointed 12 Aug 2010 · Until 21 Oct 2013

  • LETCO Limited (no longer appointed)

    FRN 479999 · Appointed 11 Aug 2010 · Until 14 Apr 2022

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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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