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.

  • Laurence Edward Rayburn

    IRN LER01038

    • (1508)CF1 Director (AR) (6 Sep 2019 to 20 Mar 2020)
  • Laurence Reginald John Homewood

    IRN LRH00009

    • (496)CF30 Customer (29 Mar 2010 to 16 Sep 2010)
  • Laurent Raphael Lesser

    IRN LXL00106

    • (2310)Appointed representative dealing with clients for which they require qualification (31 Aug 2021 to 25 Apr 2022)
  • Lawrence Jennings

    IRN LXJ00038

    • (1018)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1019)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (3000)CF1 Director (AR) (24 Mar 2022 to 1 Dec 2024)
    • (2999)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Mar 2021)
  • Lawrence Michael Reeve

    IRN LMR01049

    • (653)CF1 Director (AR) (9 Sep 2008 to 18 May 2009)
  • Lea Trevor Greenway

    IRN LTG00001

    • (479)CF30 Customer (1 Nov 2007 to 21 May 2008)
    • (481)CF4 Partner (AR) (22 Dec 2005 to 21 May 2008)
    • (480)CF22 Investment Adviser (Trainee) (22 Dec 2005 to 31 Oct 2007)
  • Leanne Delduca

    IRN LXD00287

    • (405)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (406)Appointed representative dealing with clients for which they require qualification (since 16 May 2022)
  • Leanne Mahoney

    IRN LXM00142

    • (2430)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 May 2024)
  • Leanne May Sadd

    IRN LXS00599

    • (375)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (376)Appointed representative dealing with clients for which they require qualification (since 1 Mar 2024)
  • Lee Andrew Hobin

    IRN LAH00014

    • (137)CF1 Director (AR) (8 Feb 2010 to 25 Feb 2011)
    • (136)CF30 Customer (7 Jan 2009 to 25 Feb 2011)
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.

  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