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.

  • Christine Mitchell

    IRN CXM00107

    • (3135)CF2 Non Executive Director (AR) (14 Nov 2011 to 12 Nov 2012)
    • (3136)CF1 Director (AR) (19 Jan 2007 to 12 Nov 2012)
  • Christine Morley

    IRN CXM02081

    • (1399)CF2 Non Executive Director (AR) (25 Aug 2011 to 26 Aug 2016)
  • Christine Nancy Roster Sims

    IRN CXS00183

    • (538)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (539)Appointed representative dealing with clients for which they require qualification (since 15 Jan 2021)
  • Christine Patricia Norman

    IRN CPN01024

    • (471)CF4 Partner (AR) (9 Jul 2009 to 22 Sep 2010)
  • Christine Slater

    IRN CXS00184

    • (690)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Jan 2021)
  • Christoffer Aaron Stott

    IRN CXS00728

    • (399)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (400)Appointed representative dealing with clients for which they require qualification (since 24 Sep 2025)
  • Christoper Steven Blackett

    IRN CSB01115

    • (2752)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Mar 2020)
    • (2751)CF30 Customer (1 May 2013 to 3 Mar 2020)
  • Christopher Alan Heather

    IRN CAH01188

    • (664)CF2 Non Executive Director (AR) (15 Apr 2008 to 16 Jan 2010)
  • Christopher Andrew Jones

    IRN CAJ01092

    • (2799)CF30 Customer (14 Mar 2011 to 31 Oct 2012)
  • Christopher Andrew Tompkins

    IRN CAT00006

    • (414)CF30 Customer (27 Feb 2012 to 31 May 2012)
    • (415)CF1 Director (AR) (27 Feb 2012 to 31 Oct 2012)
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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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