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.

  • Charles Robert Donohue

    IRN CRD00014

    • (1505)CF30 Customer (21 Jul 2009 to 17 Dec 2012)
    • (1506)CF1 Director (AR) (17 Mar 2005 to 16 Jan 2014)
  • Charles Sunter

    IRN CRS00026

    • (2856)CF1 Director (AR) (31 Oct 2004 to 19 Dec 2007)
  • Charley Peak

    IRN CXP00677

    • (357)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (358)Appointed representative dealing with clients for which they require qualification (since 30 Sep 2024)
  • Charlie Nicholas Annetts

    IRN CXA00258

    • (419)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (420)Appointed representative dealing with clients for which they require qualification (since 10 Oct 2022)
  • Charlotte McKillop

    IRN CXM20519

    • (331)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (332)Appointed representative dealing with clients for which they require qualification (since 16 Dec 2019)
    • (2512)CF1 Director (AR) (23 Sep 2019 to 2 Feb 2020)
  • Charlotte Tollitt

    IRN CXT01633

    • (2648)Appointed representative dealing with clients for which they require qualification (7 Dec 2022 to 14 Jul 2025)
  • Charmaine Chevannes

    IRN CXC01551

    • (835)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (836)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (837)CF1 Director (AR) (since 8 May 2019)
  • Chelsie White

    IRN CXL00144

    • (496)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (497)Appointed representative dealing with clients for which they require qualification (since 29 Oct 2021)
  • Chloe Bailey

    IRN CXB00775

    • (2211)Appointed representative dealing with clients for which they require qualification (14 Mar 2023 to 30 Sep 2025)
  • Chloe Hughes

    IRN CXS00573

    • (431)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (432)Appointed representative dealing with clients for which they require qualification (since 10 Jun 2022)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • 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

  • Steven Hems (no longer appointed)

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

  • Kerry Hollowell (no longer appointed)

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

  • Martyn Benton (no longer appointed)

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

  • Joseph Clintworth (no longer appointed)

    FRN 512400 · Appointed 13 Nov 2009 · Until 16 Nov 2012

  • Andrew Paul Holland (no longer appointed)

    FRN 512365 · Appointed 13 Nov 2009 · Until 24 Apr 2012

  • Matthew Randall (no longer appointed)

    FRN 512390 · Appointed 13 Nov 2009 · Until 17 Dec 2012

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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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