Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
3 weeks ago
Watch for changes

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.

  • Alan Morgan

    IRN AXM00318

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 7 Dec 2020)
    • Appointed representative dealing with clients for which they require qualification (since 7 Dec 2020)
  • Alan Paul Routledge

    IRN APR00037

    • CF30 Customer (1 Nov 2007 to 21 Aug 2009)
    • CF22 Investment Adviser (Trainee) (18 Mar 2005 to 31 Oct 2007)
    • CF1 Director (AR) (31 Oct 2004 to 18 Sep 2009)
  • Alan Randle

    IRN AXR00032

    • CF1 Director (AR) (2 Mar 2007 to 25 Oct 2011)
  • Alan Richard Dickson

    IRN AXD00063

    • CF1 Director (AR) (31 Oct 2004 to 30 Sep 2015)
  • Alan Robert Michael Carpenter

    IRN ARC00018

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Apr 2020)
    • CF4 Partner (AR) (31 Jul 2006 to 25 Apr 2008)
  • Alan Rodrick Thomson Waugh

    IRN ARW00052

    • CF1 Director (AR) (16 Jun 2011 to 31 Dec 2012)
    • CF30 Customer (16 Jun 2011 to 31 Dec 2012)
  • Alan Steele

    IRN AXS00122

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Dec 2020)
  • Alan Stuart Knight

    IRN ASK01028

    • CF30 Customer (5 Nov 2008 to 11 Aug 2009)
  • Alan William Brooks

    IRN AWB00007

    • CF4 Partner (AR) (31 Oct 2004 to 9 Jan 2006)
  • Alan William Jones

    IRN AWJ01027

    • CF1 Director (AR) (24 Apr 2008 to 26 Nov 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.

No changes recorded yet.