Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
3 weeks ago
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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.

  • Graham Richard Birch

    IRN GRB00034

    • CF30 Customer (28 Apr 2010 to 23 Dec 2010)
  • Graham Richardson

    IRN GXR00092

    • CF1 Director (AR) (15 Jan 2009 to 12 Jul 2013)
    • CF30 Customer (1 Nov 2007 to 12 Jul 2013)
    • CF22 Investment Adviser (Trainee) (4 Oct 2006 to 31 Oct 2007)
  • Graham Ridgway Opie

    IRN GRO00001

    • CF30 Customer (1 Nov 2007 to 25 Oct 2012)
    • CF21 Investment Adviser (27 May 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (29 Dec 2003 to 27 May 2005)
  • Graham Sampson

    IRN GXS00159

    • 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)
  • Graham Williams

    IRN GXW00115

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Dec 2019)
  • Grant Lee Evans

    IRN GXE00030

    • CF1 Director (AR) (25 May 2011 to 30 Nov 2012)
    • CF30 Customer (3 Feb 2010 to 30 Nov 2012)
  • Grant Trevor Livingstone

    IRN GTL01010

    • CF30 Customer (6 Nov 2009 to 28 Apr 2011)
  • Grant Warwick Pickin

    IRN GWP00010

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Jul 2022)
  • Gregory Ayling

    IRN GXA00234

    • 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 21 Dec 2023)
  • Gregory Harrison

    IRN GXH01592

    • 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)
    • CF1 Director (AR) (since 28 Jul 2010)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

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

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