Personal Touch Financial Services Limited

• 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

• 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 Hide limitations

  • · 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 Hide 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 Hide limitations

  • · Limited to the provision of credit information services with no credit repair (as defined by 89A(3)(c) & (d) Regulated Activities Order).

• Alan Wynne

  IRN AXW00074

  • Appointed representative dealing with clients for which they require qualification (13 Mar 2020 to 11 May 2020)
• Alan Young

  IRN AXY00010

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jul 2025)
  • CF1 Director (AR) (9 Dec 2009 to 31 Jul 2025)
• Alannah Jade Hall

  IRN AXH00575

  • 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 2 Dec 2024)
• Alasdair McKinven McPhee

  IRN AXM00189

  • CF30 Customer (10 Oct 2008 to 28 Nov 2016)
• Alastair Adrian Clarke

  IRN AAC00019

  • CF30 Customer (19 Oct 2011 to 25 Oct 2012)
• Alastair Livingstone

  IRN AXL00029

  • CF30 Customer (6 May 2008 to 31 Dec 2012)
  • CF1 Director (AR) (27 Nov 2006 to 31 Dec 2012)
• Alex Mudabbir

  IRN AXM05661

  • Appointed representative dealing with clients for which they require qualification (18 Aug 2025 to 18 Feb 2026)
• Alexander Brogan

  IRN AXB00413

  • 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)
• Alexander Bruce Stewart

  IRN ABS00001

  • CF1 Director (AR) (2 Jun 2005 to 30 Apr 2013)
• Alexander George Milne

  IRN AGM01188

  • 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 17 May 2022)
  • CF1 Director (AR) (since 29 Apr 2022)

• Marina Wynne (no longer appointed)

  FRN 512926 · Appointed 18 Nov 2009 · Until 1 Jun 2010

• Gavin Hobson (no longer appointed)

  FRN 468516 · Appointed 18 Nov 2009 · Until 30 Nov 2012

• Ian Gledhill (no longer appointed)

  FRN 512580 · Appointed 17 Nov 2009 · Until 7 Aug 2013

• Tracey Daniel (no longer appointed)

  FRN 512566 · Appointed 17 Nov 2009 · Until 26 Aug 2011

• Martyn Benton (no longer appointed)

  FRN 512492 · Appointed 16 Nov 2009 · Until 1 Jun 2010

• Kerry Hollowell (no longer appointed)

  FRN 512494 · Appointed 16 Nov 2009 · Until 16 Mar 2011

• Steven Hems (no longer appointed)

  FRN 512480 · Appointed 16 Nov 2009 · Until 23 Sep 2011

• Lyons Financial Management Ltd (no longer appointed)

  FRN 210757 · Appointed 13 Nov 2009 · Until 31 Dec 2012

• Jonathan Paine (no longer appointed)

  FRN 512410 · Appointed 13 Nov 2009 · Until 28 Jun 2013

• John Karamouzis (no longer appointed)

  FRN 512374 · Appointed 13 Nov 2009 · Until 11 Jan 2011

No changes recorded yet.