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.

  • Lewis Wakefield

    IRN LXW01258

    • (646)CF1 Director (AR) (25 Jul 2008 to 29 Dec 2010)
  • Liam Barrie Coleman

    IRN LXC51045

    • (2504)Appointed representative dealing with clients for which they require qualification (22 Apr 2025 to 20 Nov 2025)
  • Liam Brignull

    IRN LXB00134

    • (74)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (75)Appointed representative dealing with clients for which they require qualification (since 9 Jan 2020)
  • Liam James Clarke

    IRN LJC01106

    • (180)CF30 Customer (7 Oct 2011 to 31 Dec 2012)
  • Liam Joseph Lally

    IRN LXL01155

    • (1172)CF1 Director (AR) (31 Oct 2004 to 1 Aug 2011)
  • Liam Paul Haworth

    IRN LPH01008

    • (492)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (493)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Liliana Bivol

    IRN LXB00097

    • (2472)Appointed representative dealing with clients for which they require qualification (2 Dec 2020 to 2 Dec 2024)
  • Lily Johnson

    IRN LXJ00219

    • (355)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (356)Appointed representative dealing with clients for which they require qualification (since 2 Jan 2025)
  • Linda Ann Francis

    IRN LAF01054

    • (520)CF1 Director (AR) (3 Dec 2013 to 11 Nov 2014)
  • Linda Ann Mayor

    IRN LAM01087

    • (850)CF1 Director (AR) (10 Jan 2007 to 27 Jun 2017)
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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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