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.

  • Agata Lewandowska

    IRN AXL00615

    • 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 19 Sep 2023)
  • Agnes Conway

    IRN AXC03217

    • CF1 Director (AR) (16 Jan 2017 to 16 Oct 2019)
  • Agnieszka Gronkiewicz

    IRN AXG02851

    • 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 1 Jan 2020)
    • CF1 Director (AR) (since 26 May 2018)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Mar 2021)
  • Agnieszka Slomkowska

    IRN AXS00401

    • 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 Jun 2020)
  • Aidan Rice

    IRN AXR00205

    • 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)
  • Aidan Thomas Comerford

    IRN ATC00004

    • CF4 Partner (AR) (31 Oct 2004 to 15 Apr 2009)
  • Aileen Logan

    IRN AXL01316

    • 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 27 Jan 2023)
    • CF1 Director (AR) (since 27 May 2009)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Dec 2022)
  • Aimee Hughes

    IRN AXH01232

    • 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 10 Feb 2025)
  • Aimee Louise Warren

    IRN ALE01021

    • CF1 Director (AR) (23 Nov 2010 to 31 Dec 2012)
  • Aimee Tovar

    IRN AXT00062

    • 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 24 Mar 2022)
Show more

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

  • 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

Show more

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.