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.

  • James Thomas

    IRN JXT00202

    • Appointed representative dealing with clients for which they require qualification (4 Apr 2023 to 15 Nov 2023)
  • James Thomas McCallum

    IRN JXM00452

    • CF1 Director (AR) (26 Jun 2008 to 18 Jun 2009)
  • James Toal

    IRN JXT00156

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Aug 2022)
  • James Walton

    IRN JAW01255

    • CF4 Partner (AR) (22 Dec 2005 to 21 May 2008)
  • James Warren

    IRN JXW00275

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 May 2023)
  • James Whurr

    IRN JXW00274

    • 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 10 Jun 2020)
    • Appointed representative dealing with clients for which they require qualification (19 Dec 2019 to 9 Jun 2020)
  • James William Mann

    IRN JWM01108

    • CF4 Partner (AR) (31 Oct 2004 to 16 Sep 2010)
  • Jamie Faulkner

    IRN JXF00570

    • 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 23 Sep 2025)
  • Jamie Ho Wen Li Chapple

    IRN JHC01116

    • CF1 Director (AR) (14 Nov 2007 to 22 Oct 2008)
  • Jamie Johny

    IRN JXJ00077

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Sep 2024)
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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.