Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
2 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

    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

  • 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 Retail (Non-Investment Insurance), Commercial, 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.

  • David Jason Green

    IRN DJG01178

    • (1565)Appointed representative dealing with clients for which they require qualification (3 Jan 2023 to 19 Apr 2023)
  • David John Carnell

    IRN DJC00162

    • (1474)CF1 Director (AR) (15 Jun 2011 to 30 Apr 2013)
  • David John Carney

    IRN DJC00068

    • (1079)CF30 Customer (21 Nov 2011 to 28 Jun 2013)
  • David John Carrington

    IRN DJC00025

    • (592)Responsibility for MCD Intermediation (21 Mar 2016 to 24 Mar 2017)
    • (593)Responsible for Insurance Mediation (27 Dec 2012 to 29 Apr 2014)
    • (594)CF1 Director (8 Nov 2012 to 24 Mar 2017)
  • David John Daniell

    IRN DJD00043

    • (1791)CF1 Director (AR) (17 Dec 2010 to 1 Jun 2011)
  • David John Davies

    IRN DXD00226

    • (2266)Appointed representative dealing with clients for which they require qualification (25 Oct 2021 to 21 Oct 2022)
  • David John Kirk MacLeod

    IRN DJM00140

    • (1149)CF4 Partner (AR) (13 Dec 2004 to 12 Aug 2011)
  • David John Morse

    IRN DJM00034

    • (243)21. Advising or arranging (bringing about) equity release transactions
    • (244)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (245)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1817)CF1 Director (AR) (17 Oct 2012 to 13 Sep 2024)
    • (1815)CF30 Customer (1 Nov 2007 to 6 Oct 2010)
    • (1816)CF22 Investment Adviser (Trainee) (10 Aug 2006 to 31 Oct 2007)
  • David John Plummer

    IRN DJP01244

    • (3196)CF1 Director (AR) (24 Jan 2011 to 30 Dec 2013)
  • David John Sneddon

    IRN DJS00015

    • (3010)CF1 Director (AR) (31 Oct 2004 to 24 Oct 2005)
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

  • 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

Show more

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

Show more