Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
3 weeks ago
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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.

  • Helen Mackay

    IRN HXM00086

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

    IRN HXG01152

    • SMF16 Compliance Oversight (since 2 Jun 2023)
    • SMF4 Chief Risk (since 2 Jun 2023)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 2 Jun 2023)
    • CF10 Compliance Oversight (3 Mar 2014 to 30 Jun 2014)
    • CF11 Money Laundering Reporting (28 Feb 2011 to 11 May 2011)
    • CF28 Systems and controls (1 Jun 2009 to 5 Oct 2012)
    • CF1 Director (5 Aug 2008 to 27 Oct 2014)
  • Helen Mary Wilkes

    IRN HMJ01015

    • CF7 Sole Trader (AR) (21 Dec 2005 to 31 Jan 2007)
    • CF22 Investment Adviser (Trainee) (21 Dec 2005 to 24 Aug 2006)
  • Helen Nancy Burgess

    IRN HNB01001

    • CF1 Director (AR) (15 Apr 2005 to 7 Apr 2014)
  • Helen Victoria Baker

    IRN HVB01002

    • CF1 Director (AR) (16 Oct 2015 to 14 Aug 2020)
    • CF4 Partner (AR) (25 Mar 2009 to 7 Nov 2012)
  • Helena Davies

    IRN HXD14675

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 May 2024)
    • CF1 Director (AR) (13 May 2019 to 11 May 2024)
  • Hellier, Angela

    IRN HXA01665

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 6 May 2022)
  • Henri Lindsay Gilmour

    IRN HLG00010

    • CF30 Customer (14 Aug 2013 to 30 Mar 2016)
  • Henry Tucker

    IRN HXT00047

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 18 May 2020)
  • Hercules Botha

    IRN HXB00065

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Sep 2024)
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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.

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