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.

  • Andrew Reece Oakes

    IRN ARO01017

    • 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)
    • CF4 Partner (AR) (6 May 2010 to 6 Feb 2013)
  • Andrew Robert Frank Brabham-Neil

    IRN ARB00039

    • CF30 Customer (22 Jul 2009 to 21 Oct 2010)
    • CF1 Director (AR) (23 May 2006 to 10 Jun 2011)
  • Andrew Roberts

    IRN AXR00261

    • Appointed representative dealing with clients for which they require qualification (2 Nov 2021 to 9 Nov 2024)
  • Andrew Simon Glassbrook

    IRN ASG00007

    • CF2 Non Executive Director (AR) (15 Apr 2008 to 16 Jan 2010)
  • Andrew Smith

    IRN AMS01258

    • CF1 Director (AR) (26 Jan 2006 to 11 Nov 2013)
  • Andrew Smith

    IRN AMS01321

    • CF30 Customer (3 Mar 2010 to 9 Jan 2012)
  • Andrew Stevens

    IRN ALS00029

    • 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 24 Jul 2023)
    • CF1 Director (AR) (since 27 Mar 2023)
  • Andrew Stuart Peers

    IRN ASP01055

    • CF1 Director (AR) (31 Oct 2004 to 15 Mar 2006)
  • Andrew Taylor

    IRN AXT00113

    • CF22 Investment Adviser (Trainee) (1 Dec 2004 to 21 Oct 2005)
  • Andrew Thomas McArdle

    IRN ATM00016

    • CF30 Customer (1 Nov 2007 to 15 Apr 2011)
    • CF22 Investment Adviser (Trainee) (17 May 2007 to 31 Oct 2007)
    • CF4 Partner (AR) (17 May 2007 to 15 Apr 2011)
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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.

No changes recorded yet.