Personal Touch Financial Services Limited

• 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

• 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 Hide limitations

  • · 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 Hide 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 Hide limitations

  • · Limited to the provision of credit information services with no credit repair (as defined by 89A(3)(c) & (d) Regulated Activities Order).

• Alan James Ian Whiteman

  IRN AJW01346

  • CF4 Partner (AR) (27 Jan 2009 to 7 May 2010)
• Alan James Newell

  IRN AJN01058

  • CF30 Customer (17 May 2010 to 31 Oct 2012)
• Alan Jesson

  IRN AXJ00218

  • Appointed representative dealing with clients for which they require qualification (6 May 2021 to 12 Sep 2022)
• Alan John Hemsworth

  IRN AJH00067

  • CF1 Director (AR) (4 Nov 2004 to 10 Jun 2005)
• Alan John Stoneham Hall

  IRN AJH01439

  • CF1 Director (AR) (31 Oct 2004 to 5 Dec 2013)
• Alan Joseph Smith

  IRN AJS00024

  • CF4 Partner (AR) (31 Oct 2004 to 8 Jun 2007)
• Alan Karlson

  IRN AJK01110

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 27 Oct 2021)
• Alan MacGregor Mackie

  IRN AMM01149

  • CF2 Non Executive Director (AR) (18 Jun 2009 to 18 Feb 2011)
• Alan Mark Salter

  IRN AMS01214

  • CF30 Customer (1 Jun 2011 to 5 Dec 2011)
• Alan Michael Millward

  IRN AMM01202

  • CF30 Customer (1 Nov 2007 to 5 Dec 2007)
  • CF22 Investment Adviser (Trainee) (7 Jun 2006 to 31 Oct 2007)
  • CF1 Director (AR) (7 Jun 2006 to 24 Jun 2011)

• 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

• Vanilla Life Ltd (no longer appointed)

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

• Brendan Headley (no longer appointed)

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

• 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 Barnett (no longer appointed)

  FRN 523884 · Appointed 14 May 2010 · Until 21 Sep 2012

No changes recorded yet.