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.

  • Anthony Ronan James Muldoon

    IRN ARM01202

    • CF1 Director (AR) (31 Dec 2008 to 31 Jan 2013)
  • Anthony Rossborough

    IRN AXR00023

    • CF30 Customer (1 Nov 2007 to 2 Mar 2020)
    • CF4 Partner (AR) (31 Oct 2004 to 2 Mar 2020)
    • CF21 Investment Adviser (13 May 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (7 Nov 2003 to 13 May 2004)
  • Anthony Rowan

    IRN APR01129

    • 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 9 Dec 2019)
    • CF1 Director (AR) (17 Jun 2016 to 2 Dec 2024)
  • Anthony Stefan Loska

    IRN AXL00071

    • CF4 Partner (AR) (31 Oct 2004 to 31 Jul 2014)
  • Antonio Clemente

    IRN AXC00218

    • CF1 Director (AR) (17 Nov 2011 to 31 Dec 2012)
    • CF30 Customer (17 Nov 2011 to 31 Dec 2012)
  • Antonio Salentino

    IRN AXS02032

    • CF2 Non Executive Director (AR) (18 Oct 2011 to 28 Feb 2013)
  • Antony Bowen

    IRN AXB00084

    • CF30 Customer (2 Dec 2011 to 30 Sep 2013)
  • Antony Charles Blundall

    IRN ACB00015

    • CF30 Customer (13 May 2008 to 28 Nov 2008)
    • CF1 Director (AR) (19 Apr 2006 to 28 Nov 2008)
  • Antony Dawe

    IRN AXD00217

    • 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 15 Feb 2021)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Feb 2021)
  • Antony Dodson

    IRN AXD00112

    • CF4 Partner (AR) (31 Oct 2004 to 24 May 2008)
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.

No changes recorded yet.