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.

  • Christopher John Wilson

    IRN CJW00106

    • (2771)CF30 Customer (14 Jul 2010 to 17 May 2011)
  • Christopher Jon Mills

    IRN CXM02876

    • (311)[FCA CF] Significant management (since 27 Apr 2026)
  • Christopher Jon Poore

    IRN CJP01157

    • (684)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (685)Appointed representative dealing with clients for which they require qualification (since 16 May 2025)
    • (686)CF1 Director (AR) (since 5 Jun 2020)
    • (2606)Appointed representative dealing with clients for which they require qualification (9 Jun 2020 to 12 Mar 2021)
  • Christopher Lawson

    IRN CXL00068

    • (2828)CF30 Customer (1 Nov 2007 to 3 Jan 2008)
    • (2830)CF21 Investment Adviser (10 May 2007 to 31 Oct 2007)
    • (2829)CF22 Investment Adviser (Trainee) (1 Jun 2006 to 10 May 2007)
    • (2831)CF1 Director (AR) (1 Jun 2006 to 16 May 2008)
  • Christopher Lawton

    IRN CHL01042

    • (2763)CF1 Director (AR) (3 Apr 2012 to 19 May 2015)
  • Christopher Lloyd Smith

    IRN CLS01137

    • (44)CF1 Director (AR) (since 17 Aug 2016)
  • Christopher Mark Andrew Wright

    IRN CXW01444

    • (1054)CF1 Director (AR) (22 Jun 2007 to 4 May 2009)
  • Christopher McClinton

    IRN CXM00525

    • (2274)Appointed representative dealing with clients for which they require qualification (5 Nov 2021 to 3 Apr 2022)
  • Christopher Morris

    IRN CXM00229

    • (2694)Appointed representative dealing with clients for which they require qualification (8 Mar 2023 to 15 Jan 2025)
  • Christopher Newman

    IRN CXN00011

    • (2657)CF1 Director (AR) (31 Oct 2004 to 7 Aug 2006)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Select Life & Mortgages Ltd (no longer appointed)

    FRN 524874 · Appointed 27 May 2010 · Until 17 May 2013

  • Aidan J Reed Ltd (no longer appointed)

    FRN 524870 · Appointed 27 May 2010 · Until 7 Aug 2013

  • Jeffries & Partners Limited (no longer appointed)

    FRN 224739 · Appointed 24 May 2010 · Until 11 Aug 2022

  • Brendan Headley (no longer appointed)

    FRN 524489 · Appointed 21 May 2010 · Until 30 Apr 2014

  • Vanilla Life Ltd (no longer appointed)

    FRN 524420 · Appointed 21 May 2010 · Until 12 Nov 2012

  • Neil Gourlay (no longer appointed)

    FRN 524398 · Appointed 20 May 2010 · Until 7 Aug 2013

  • Mortgage Managers Limited (no longer appointed)

    FRN 411614 · Appointed 19 May 2010 · Until 4 Mar 2011

  • Kate Raybould (no longer appointed)

    FRN 524185 · Appointed 18 May 2010 · Until 11 Feb 2011

  • John Rigney (no longer appointed)

    FRN 524021 · Appointed 17 May 2010 · Until 31 Dec 2014

  • John Hogg (no longer appointed)

    FRN 523885 · Appointed 14 May 2010 · Until 9 Jul 2012

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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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