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 Edmund Burton-Sampson

    IRN DXB23319

    • (3)CF1 Director (AR) (since 24 Nov 2021)
    • (1491)Appointed representative dealing with clients for which they require qualification (26 Nov 2021 to 30 Sep 2024)
  • David Edward Hill

    IRN DEH00015

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

    IRN DEL00012

    • (3140)CF30 Customer (1 Nov 2007 to 15 Apr 2011)
    • (3141)CF22 Investment Adviser (Trainee) (6 Dec 2004 to 31 Oct 2007)
  • David Edward Matthew Whitwam

    IRN DEW01066

    • (804)CF1 Director (AR) (14 Jun 2007 to 12 Nov 2012)
  • David Elliott

    IRN DXE00026

    • (801)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (802)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (803)CF1 Director (AR) (since 31 Oct 2008)
    • (2791)CF30 Customer (21 Sep 2009 to 22 Oct 2012)
  • David Francis Dilkes

    IRN DFD01022

    • (329)CF11 Money Laundering Reporting (15 May 2014 to 8 Dec 2019)
  • David Francis Hodgkinson

    IRN DXH00152

    • (1224)CF1 Director (AR) (23 Jun 2006 to 28 Feb 2008)
  • David Frank Clare

    IRN DFC01048

    • (3238)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Jan 2020)
    • (3239)CF1 Director (AR) (31 Oct 2004 to 31 Oct 2004)
  • David Geoffrey Simpson

    IRN DGS00002

    • (3193)CF1 Director (AR) (10 Dec 2004 to 29 Mar 2006)
  • David Geoffrey Wright

    IRN DGW00024

    • (1166)CF1 Director (AR) (31 Oct 2004 to 24 Feb 2010)
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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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