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.

  • Jeevan Singh Seehra

    IRN JXS03341

    • (391)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (392)Appointed representative dealing with clients for which they require qualification (since 27 Nov 2023)
  • Jeff Da Silva Cortez

    IRN JXD00465

    • (2283)Appointed representative dealing with clients for which they require qualification (21 Mar 2023 to 14 Aug 2023)
  • Jeff Harris

    IRN JXH01577

    • (3202)CF1 Director (AR) (11 Jun 2012 to 28 Jun 2013)
  • Jeffrey Jonathan Brierley

    IRN JJB00025

    • (491)CF1 Director (AR) (12 Jan 2011 to 31 Mar 2016)
  • Jeffrey Lee MacKennall

    IRN JLM00016

    • (924)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (925)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (926)CF1 Director (AR) (since 12 Feb 2010)
  • Jeffrey Raymond Baxter

    IRN JRB01208

    • (1885)CF1 Director (AR) (19 Apr 2007 to 18 Feb 2013)
  • Jeffrey Robert Wells

    IRN JRW01266

    • (803)CF1 Director (AR) (10 Oct 2012 to 19 Jul 2013)
  • Jeffrey Simon Epstein

    IRN JSE00005

    • (238)CF1 Director (AR) (17 Nov 2004 to 4 Oct 2005)
  • Jeffrey Watkins

    IRN JXW00074

    • (903)CF30 Customer (1 Nov 2007 to 26 Mar 2010)
    • (904)CF22 Investment Adviser (Trainee) (16 Oct 2006 to 31 Oct 2007)
    • (905)CF7 Sole Trader (AR) (16 Oct 2006 to 31 Jan 2007)
  • Jemma Gibson

    IRN JXG00186

    • (120)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (121)Appointed representative dealing with clients for which they require qualification (since 16 Dec 2019)
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.

  1. trading name added: FS Box

  2. trading name added: Financial Services Toolbox

  3. trading name added: Capital Assure

  4. trading name added: B&C Box

  5. trading name added: ASU Box

  6. trading name added: Personal Touch Insurance Services Limited

  7. trading name added: Personal Touch Financial Services Ltd

  8. trading name added: Personal Touch Insurance

  9. trading name added: Personal Touch Hub

  10. trading name added: Personal Touch Finance Equity Release

Show more