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.

  • Colin Chapman

    IRN CXC00015

    • CF21 Investment Adviser (1 Dec 2001 to 28 Feb 2002)
  • Colin Chisholm

    IRN CXC01508

    • CF1 Director (AR) (18 Feb 2005 to 28 Jun 2005)
  • Colin Edward Steel

    IRN CES00007

    • 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)
  • Colin Edwin Ash

    IRN CEA01022

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 20 Mar 2006)
  • Colin Gardiner

    IRN GXC02138

    • Appointed representative dealing with clients for which they require qualification (6 May 2022 to 4 May 2023)
  • Colin Hall

    IRN CXH00141

    • CF2 Non Executive Director (AR) (4 Jun 2009 to 23 Mar 2010)
    • CF30 Customer (1 Nov 2007 to 23 May 2008)
    • CF21 Investment Adviser (16 Aug 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (11 Jul 2006 to 16 Aug 2007)
    • CF1 Director (AR) (26 May 2006 to 20 Jun 2007)
  • Colin Hartness

    IRN CXH01627

    • CF1 Director (AR) (27 Feb 2008 to 26 Mar 2010)
  • Colin Lloyd Coates

    IRN CLC01063

    • CF1 Director (AR) (15 Feb 2007 to 4 Jun 2010)
  • Colin McCabe

    IRN CXM00213

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2020)
  • Colin Nish

    IRN CXN00135

    • Appointed representative dealing with clients for which they require qualification (11 Apr 2022 to 18 Oct 2023)
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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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