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.

  • David William Allen

    IRN DWA01035

    • CF1 Director (AR) (19 Mar 2007 to 31 Jan 2013)
  • David William Coxon

    IRN DWC00018

    • CF30 Customer (1 Nov 2007 to 16 Nov 2012)
    • CF22 Investment Adviser (Trainee) (5 Oct 2007 to 31 Oct 2007)
  • David William John Cannon

    IRN DWC01096

    • CF4 Partner (AR) (14 Jan 2005 to 8 Sep 2006)
  • David William Lawson

    IRN DWL00011

    • CF1 Director (AR) (4 Jan 2005 to 23 Dec 2009)
  • David William Purnell

    IRN DXP01443

    • CF4 Partner (AR) (31 Oct 2004 to 10 Jul 2007)
  • David Wilson

    IRN DXW00036

    • CF22 Investment Adviser (Trainee) (1 Feb 2005 to 28 Jul 2006)
    • CF1 Director (AR) (31 Oct 2004 to 28 Jul 2006)
  • David Young

    IRN DXY01050

    • CF1 Director (AR) (6 Oct 2011 to 16 Dec 2015)
  • Davinder Singh Sandhu

    IRN DSS01065

    • CF30 Customer (2 Oct 2008 to 28 Oct 2012)
    • CF1 Director (AR) (16 Jun 2005 to 23 Jan 2015)
  • Dawn April Coe

    IRN DXC00197

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Jul 2025)
  • Dawn Bromley Murphy

    IRN DXM00594

    • CF1 Director (AR) (21 Dec 2021 to 13 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.

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