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.

  • Daryl Cornelius

    IRN DXC01647

    • CF1 Director (AR) (20 Oct 2010 to 15 Nov 2012)
  • David Adam Watters

    IRN DAW01182

    • CF1 Director (AR) (5 Jun 2009 to 27 Mar 2015)
  • David Alan Cooper

    IRN DAC00073

    • CF30 Customer (1 Nov 2007 to 31 Oct 2012)
    • CF1 Director (AR) (25 May 2007 to 30 Dec 2013)
    • CF22 Investment Adviser (Trainee) (25 May 2007 to 31 Oct 2007)
  • David Alan Grindrod

    IRN DAG01176

    • CF1 Director (AR) (14 Dec 2009 to 6 May 2014)
  • David Alan Rounsfell

    IRN DAR00062

    • CF4 Partner (AR) (19 Sep 2007 to 28 Feb 2011)
  • David Alan Thompson

    IRN DAT01071

    • CF1 Director (AR) (8 Apr 2011 to 11 May 2020)
    • CF30 Customer (1 Nov 2007 to 11 May 2020)
    • CF4 Partner (AR) (1 Dec 2006 to 30 Mar 2011)
    • CF22 Investment Adviser (Trainee) (1 Dec 2006 to 31 Oct 2007)
  • David Alec Newman

    IRN DAN00025

    • 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 30 Aug 2019)
  • David Alexander Edwards

    IRN DAE00014

    • Responsibility for MCD Intermediation (29 Mar 2017 to 30 Jun 2018)
    • Responsible for Insurance Mediation (13 Mar 2017 to 30 Jun 2018)
    • CF1 Director (2 Jan 2014 to 30 Jun 2018)
  • David Allan Freeman

    IRN DAF01084

    • 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 20 Feb 2006)
  • David Andrew Blastland

    IRN DAB00021

    • CF1 Director (AR) (1 Nov 2011 to 28 Jun 2013)
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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.

No changes recorded yet.