Personal Touch Financial Services Limited

Open as Markdown
Date authorised
1 April 2013
Companies House
03406454
Last scraped
3 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

  • 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

  • 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

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Charles Robert Donohue

    IRN CRD00014

    • (1505)CF30 Customer (21 Jul 2009 to 17 Dec 2012)
    • (1506)CF1 Director (AR) (17 Mar 2005 to 16 Jan 2014)
  • Charles Sunter

    IRN CRS00026

    • (2856)CF1 Director (AR) (31 Oct 2004 to 19 Dec 2007)
  • Charley Peak

    IRN CXP00677

    • (357)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (358)Appointed representative dealing with clients for which they require qualification (since 30 Sep 2024)
  • Charlie Nicholas Annetts

    IRN CXA00258

    • (419)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (420)Appointed representative dealing with clients for which they require qualification (since 10 Oct 2022)
  • Charlotte McKillop

    IRN CXM20519

    • (331)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (332)Appointed representative dealing with clients for which they require qualification (since 16 Dec 2019)
    • (2512)CF1 Director (AR) (23 Sep 2019 to 2 Feb 2020)
  • Charlotte Tollitt

    IRN CXT01633

    • (2648)Appointed representative dealing with clients for which they require qualification (7 Dec 2022 to 14 Jul 2025)
  • Charmaine Chevannes

    IRN CXC01551

    • (835)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (836)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (837)CF1 Director (AR) (since 8 May 2019)
  • Chelsie White

    IRN CXL00144

    • (496)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (497)Appointed representative dealing with clients for which they require qualification (since 29 Oct 2021)
  • Chloe Bailey

    IRN CXB00775

    • (2211)Appointed representative dealing with clients for which they require qualification (14 Mar 2023 to 30 Sep 2025)
  • Chloe Hughes

    IRN CXS00573

    • (431)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (432)Appointed representative dealing with clients for which they require qualification (since 10 Jun 2022)
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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.

  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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