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.

  • Gareth Smith

    IRN GXS00393

    • Appointed representative dealing with clients for which they require qualification (23 Nov 2021 to 23 Jun 2022)
  • Garry Alexander Dean

    IRN GAD01066

    • 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 30 Apr 2021)
    • CF1 Director (AR) (since 6 Apr 2021)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Aug 2021)
  • Garry Bernard Friel

    IRN GBF00003

    • CF1 Director (AR) (31 Oct 2004 to 7 Sep 2006)
  • Garry David Bemister

    IRN GXB00199

    • Appointed representative dealing with clients for which they require qualification (11 May 2021 to 24 Oct 2021)
  • Garry Michael Whelan

    IRN GMW01071

    • CF22 Investment Adviser (Trainee) (1 Dec 2005 to 27 Jul 2006)
  • Garry Robert Dawson

    IRN GRD01066

    • CF1 Director (AR) (17 Nov 2006 to 11 May 2007)
  • Garry Singh

    IRN GXS01877

    • CF1 Director (AR) (7 Jul 2011 to 28 Jun 2013)
  • Gary Alan Collins

    IRN GAC00041

    • CF30 Customer (10 Dec 2008 to 5 Jul 2010)
    • CF1 Director (AR) (10 Dec 2008 to 5 Jul 2010)
  • Gary Alan Turnbull

    IRN GAT00002

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Dec 2025)
  • Gary Andrew Wright

    IRN GAW01084

    • 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) (since 23 Sep 2019)
    • CF4 Partner (AR) (31 Oct 2004 to 11 Oct 2019)
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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.