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.

  • David Christopher Johnson

    IRN DCJ01041

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Feb 2020)
  • David Clive Morrell

    IRN DCM01131

    • CF1 Director (AR) (since 8 Feb 2005)
  • David Colin Murden

    IRN DCM00022

    • CF30 Customer (11 Jan 2012 to 26 Feb 2016)
  • David Cormack

    IRN DXC00110

    • CF30 Customer (8 Sep 2009 to 11 Dec 2012)
    • CF1 Director (AR) (8 Sep 2009 to 30 Dec 2013)
  • David Cowan

    IRN DXC01695

    • CF1 Director (AR) (18 Apr 2005 to 2 Jan 2008)
  • David Dick Gray

    IRN DDG00001

    • CF1 Director (AR) (8 Oct 2008 to 5 Apr 2011)
  • David Earnest Simmonite

    IRN DES01066

    • CF1 Director (AR) (27 Nov 2006 to 1 Feb 2008)
  • David Edmund Burton-Sampson

    IRN DXB23319

    • CF1 Director (AR) (since 24 Nov 2021)
    • Appointed representative dealing with clients for which they require qualification (26 Nov 2021 to 30 Sep 2024)
  • David Edward Hill

    IRN DEH00015

    • CF30 Customer (1 Nov 2007 to 24 Feb 2008)
    • CF22 Investment Adviser (Trainee) (30 Mar 2007 to 31 Oct 2007)
  • David Edward Leggatt

    IRN DEL00012

    • CF30 Customer (1 Nov 2007 to 15 Apr 2011)
    • CF22 Investment Adviser (Trainee) (6 Dec 2004 to 31 Oct 2007)
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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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