Personal Touch Financial Services Limited

• 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

• 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 Hide limitations

  • · 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 Hide 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 Hide limitations

  • · Limited to the provision of credit information services with no credit repair (as defined by 89A(3)(c) & (d) Regulated Activities Order).

• 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)

• Grant Pickin (no longer appointed)

  FRN 480874 · Appointed 13 Aug 2018 · Until 9 Jul 2022

• Churchills Independent Estate Agents (no longer appointed)

  FRN 816218 · Appointed 13 Aug 2018 · Until 23 Aug 2022

• Keith Duffy (no longer appointed)

  FRN 813732 · Appointed 12 Jul 2018 · Until 11 Aug 2022

• TC Property Louth Limited (no longer appointed)

  FRN 813135 · Appointed 6 Jul 2018 · Until 11 Aug 2022

• Omega Financial Brokers Ltd (no longer appointed)

  FRN 812187 · Appointed 22 Jun 2018 · Until 30 Mar 2021

• Protected Life (UK) Ltd (no longer appointed)

  FRN 811538 · Appointed 13 Jun 2018 · Until 16 Jun 2019

• SM Property Cleethorpes Ltd (no longer appointed)

  FRN 811544 · Appointed 13 Jun 2018 · Until 11 Aug 2022

• The Go To Broker Limited (no longer appointed)

  FRN 811512 · Appointed 13 Jun 2018 · Until 26 Aug 2023

• SWEA Ltd (no longer appointed)

  FRN 811066 · Appointed 8 Jun 2018 · Until 11 May 2022

• Barton and Co Estates Ltd (no longer appointed)

  FRN 739558 · Appointed 4 Jun 2018 · Until 11 May 2022

No changes recorded yet.