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.

  • Angela Louise Farrell

    IRN ALF01031

    • CF30 Customer (18 Feb 2013 to 18 Feb 2013)
  • Angelica Evangelista

    IRN AXE00058

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Oct 2020)
  • Angie Wilks

    IRN AXW01714

    • 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)
    • CF1 Director (AR) (since 12 Nov 2007)
  • Angur Miah

    IRN AXM05102

    • Appointed representative dealing with clients for which they require qualification (7 Sep 2023 to 12 Feb 2024)
  • Anil Kumar Parbubhai Mistry

    IRN AKM01080

    • 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 25 Mar 2021)
    • CF1 Director (AR) (since 10 Mar 2021)
  • Anita Diane Newbould

    IRN ADN00008

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Sep 2021)
  • Anita West

    IRN AXW01688

    • CF1 Director (AR) (21 Feb 2007 to 16 Feb 2009)
  • Ann Ford

    IRN AXF01406

    • CF1 Director (AR) (19 Jan 2006 to 15 Feb 2007)
  • Ann Julie Porter

    IRN AJP01374

    • CF4 Partner (AR) (19 Aug 2010 to 1 Apr 2013)
  • Anna Kotanska

    IRN AXL01750

    • CF1 Director (AR) (12 Jul 2018 to 23 Mar 2021)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Show more

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.