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.

  • Alistair John Donaldson

    IRN AJD01322

    • CF30 Customer (12 Dec 2011 to 31 Dec 2012)
    • CF1 Director (AR) (12 Dec 2011 to 31 Dec 2012)
  • Alistair Lawrie

    IRN AXL00024

    • CF30 Customer (1 Nov 2007 to 1 Apr 2019)
    • CF22 Investment Adviser (Trainee) (27 Nov 2006 to 31 Oct 2007)
    • CF1 Director (AR) (27 Nov 2006 to 1 Apr 2019)
  • Allan Bates

    IRN AXB01997

    • CF1 Director (AR) (31 Oct 2004 to 4 Oct 2005)
  • Allan Henry Sorrell Pennington

    IRN AHP01036

    • CF1 Director (AR) (31 Oct 2004 to 21 Oct 2010)
  • Allan Kinnaird

    IRN AXK00081

    • CF30 Customer (1 Nov 2007 to 23 Jul 2009)
    • CF22 Investment Adviser (Trainee) (26 Apr 2007 to 31 Oct 2007)
  • Allan Marlow

    IRN AXM00444

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Dec 2025)
  • Allan William Williamson

    IRN AWW00011

    • CF30 Customer (1 Nov 2007 to 31 Mar 2008)
    • CF1 Director (AR) (16 Jul 2007 to 31 Mar 2008)
    • CF22 Investment Adviser (Trainee) (25 May 2006 to 31 Oct 2007)
    • CF7 Sole Trader (AR) (25 May 2006 to 31 Jan 2007)
  • Allanya Jade Booth

    IRN AXB00535

    • 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 3 Mar 2021)
  • Allen Young

    IRN AXY01064

    • CF4 Partner (AR) (4 Jul 2005 to 9 Feb 2009)
  • Allison Whiteley

    IRN AMW00040

    • CF30 Customer (1 Dec 2009 to 20 Dec 2012)
    • CF1 Director (AR) (16 May 2008 to 20 Dec 2012)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Show more

Recent activity

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

No changes recorded yet.