Personal Touch Financial Services Limited

Open as Markdown
Date authorised
1 April 2013
Companies House
03406454
Last scraped
3 days ago

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    3700
    Birmingham Business Park
    Birmingham
    West Midlands
    B37 7YT
    UNITED KINGDOM
    Phone
    +443303030237
    Web
    https://www.primis.co.uk

  • Complaints Contact

    3700
    Birmingham Business Park
    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

  • 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

  • Credit Brokering

  • Debt Advice

  • Equity Release Setup

    For Customer, Home reversion plans

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts

  • Credit Score Services

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • David Charles Barkley

    IRN DXB00161

    • (104)CF1 Director (AR) (31 Oct 2004 to 5 Jul 2010)
  • David Charles Kendall

    IRN DCK01015

    • (1649)CF1 Director (AR) (19 Apr 2007 to 18 Feb 2013)
  • David Charles Orrey

    IRN DCO01025

    • (959)CF1 Director (AR) (20 Apr 2009 to 3 Dec 2009)
    • (958)CF4 Partner (AR) (25 Jan 2006 to 15 Sep 2009)
  • David Christopher Johnson

    IRN DCJ01041

    • (2736)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Feb 2020)
  • David Clive Morrell

    IRN DCM01131

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

    IRN DCM00022

    • (2071)CF30 Customer (11 Jan 2012 to 26 Feb 2016)
  • David Cormack

    IRN DXC00110

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

    IRN DXC01695

    • (1175)CF1 Director (AR) (18 Apr 2005 to 2 Jan 2008)
  • David Dick Gray

    IRN DDG00001

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

    IRN DES01066

    • (1283)CF1 Director (AR) (27 Nov 2006 to 1 Feb 2008)
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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.

  1. trading name added: FS Box

  2. trading name added: Financial Services Toolbox

  3. trading name added: Capital Assure

  4. trading name added: B&C Box

  5. trading name added: ASU Box

  6. trading name added: Personal Touch Insurance Services Limited

  7. trading name added: Personal Touch Financial Services Ltd

  8. trading name added: Personal Touch Insurance

  9. trading name added: Personal Touch Hub

  10. trading name added: Personal Touch Finance Equity Release

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