Personal Touch Financial Services Limited

Open as Markdown
Date authorised
1 April 2013
Companies House
03406454
Last scraped
3 days 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

  • 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

  • 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

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • David Wayne Conway

    IRN DWC01084

    • (778)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (779)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (780)CF1 Director (AR) (since 17 Jan 2017)
  • David Whittingham

    IRN DXW00001

    • (245)CF30 Customer (15 Oct 2010 to 30 Nov 2012)
  • David William Alexander Morton

    IRN DXM00584

    • (453)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (454)Appointed representative dealing with clients for which they require qualification (since 5 Sep 2022)
  • David William Allen

    IRN DWA01035

    • (760)CF1 Director (AR) (19 Mar 2007 to 31 Jan 2013)
  • David William Coxon

    IRN DWC00018

    • (2869)CF30 Customer (1 Nov 2007 to 16 Nov 2012)
    • (2870)CF22 Investment Adviser (Trainee) (5 Oct 2007 to 31 Oct 2007)
  • David William John Cannon

    IRN DWC01096

    • (75)CF4 Partner (AR) (14 Jan 2005 to 8 Sep 2006)
  • David William Lawson

    IRN DWL00011

    • (2880)CF1 Director (AR) (4 Jan 2005 to 23 Dec 2009)
  • David William Purnell

    IRN DXP01443

    • (1204)CF4 Partner (AR) (31 Oct 2004 to 10 Jul 2007)
  • David Wilson

    IRN DXW00036

    • (398)CF22 Investment Adviser (Trainee) (1 Feb 2005 to 28 Jul 2006)
    • (399)CF1 Director (AR) (31 Oct 2004 to 28 Jul 2006)
  • David Young

    IRN DXY01050

    • (906)CF1 Director (AR) (6 Oct 2011 to 16 Dec 2015)
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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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