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.

  • Geoffrey Plommer

    IRN GRP00016

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Apr 2020)
    • CF30 Customer (1 Nov 2007 to 5 Apr 2020)
    • CF22 Investment Adviser (Trainee) (9 Aug 2007 to 31 Oct 2007)
    • CF1 Director (AR) (29 Mar 2006 to 5 Apr 2020)
  • Geoffrey Potts

    IRN GXP00047

    • CF30 Customer (1 Nov 2007 to 3 Nov 2009)
    • CF22 Investment Adviser (Trainee) (3 Jan 2006 to 31 Oct 2007)
  • Geoffrey Wright

    IRN GXW00092

    • CF4 Partner (AR) (17 Nov 2008 to 10 Feb 2009)
  • George Alexander Bootland

    IRN GAB01118

    • CF1 Director (AR) (11 Jul 2006 to 23 Feb 2009)
  • George Allan Connochie

    IRN GAC00020

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Aug 2025)
    • CF1 Director (AR) (12 Mar 2009 to 29 Aug 2025)
  • George Crawford Preece

    IRN GCP01036

    • CF1 Director (AR) (4 Jun 2009 to 27 Nov 2009)
  • George Henry Diamond

    IRN GHD00002

    • CF4 Partner (AR) (27 Feb 2009 to 30 Nov 2012)
  • George Iley

    IRN PGI00001

    • CF1 Director (AR) (31 Oct 2004 to 12 Aug 2011)
  • George John Hill

    IRN GJH00017

    • CF30 Customer (1 Nov 2007 to 10 Jun 2011)
    • CF21 Investment Adviser (27 May 2005 to 31 Oct 2007)
    • CF4 Partner (AR) (31 Oct 2004 to 26 Feb 2009)
    • CF22 Investment Adviser (Trainee) (9 Mar 2004 to 27 May 2005)
  • George Little

    IRN GXL00017

    • CF21 Investment Adviser (1 Dec 2001 to 30 Oct 2002)
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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.