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.

  • AMBRISH KUMAR AGARWAL

    IRN AXK01469

    • CF1 Director (AR) (17 Mar 2005 to 27 Feb 2006)
  • Aaron David Hunter

    IRN ADH01118

    • Appointed representative dealing with clients for which they require qualification (9 Mar 2021 to 8 Dec 2021)
    • CF1 Director (AR) (9 Mar 2021 to 8 Dec 2021)
  • Aaron Flatt

    IRN AXF85228

    • Appointed representative dealing with clients for which they require qualification (9 Nov 2021 to 20 Feb 2023)
  • Aaron Micheal John Thompson

    IRN AXT00322

    • CF1 Director (AR) (3 Nov 2021 to 30 Nov 2021)
    • Appointed representative dealing with clients for which they require qualification (31 Aug 2021 to 1 Sep 2021)
  • Aaron Taghdiri

    IRN AXT00140

    • 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 Dec 2021)
    • CF1 Director (AR) (since 9 Nov 2021)
  • Aaron Valente

    IRN AXV01346

    • CF1 Director (AR) (28 Jan 2013 to 30 Dec 2013)
  • Abbygail Thomas

    IRN AXT00143

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Jul 2025)
  • Abdul Mueed Choudhury

    IRN AMC01265

    • CF1 Director (AR) (20 Dec 2011 to 29 May 2013)
  • Abdul Shahid

    IRN AXS02189

    • CF1 Director (AR) (25 Oct 2005 to 16 Oct 2007)
  • Abdul Shohid

    IRN AXS02107

    • CF1 Director (AR) (19 Nov 2004 to 26 Apr 2008)
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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.

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