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.

  • Jonathan Howard David Lester

    IRN JHL00004

    • CF30 Customer (25 Jun 2012 to 31 Dec 2012)
  • Jonathan Hulse

    IRN JXH00335

    • 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)
  • Jonathan Ian Paine

    IRN JIP00002

    • CF30 Customer (1 Jul 2010 to 28 Oct 2012)
  • Jonathan James Smith

    IRN JJS01108

    • CF1 Director (AR) (18 Oct 2007 to 22 Aug 2011)
  • Jonathan Mark Boyle

    IRN JMB00066

    • 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)
  • Jonathan Martin Daws-Chew

    IRN JXD00150

    • CF30 Customer (1 Nov 2007 to 20 Nov 2007)
    • CF22 Investment Adviser (Trainee) (8 Apr 2005 to 31 Oct 2007)
    • CF1 Director (AR) (8 Apr 2005 to 20 Nov 2007)
  • Jonathan Michael Camm

    IRN JXC00134

    • Appointed representative dealing with clients for which they require qualification (26 Mar 2024 to 8 Apr 2024)
  • Jonathan Pearson Round

    IRN JPR01117

    • Director of firm who is not a certification employee or a SMF manager (1 Mar 2024 to 28 Feb 2026)
    • SMF3 Executive Director (9 Dec 2019 to 23 Feb 2024)
    • SMF1 Chief Executive (9 Dec 2019 to 23 Feb 2024)
    • Responsibility for MCD Intermediation (19 Jul 2018 to 8 Aug 2018)
    • Responsible for Insurance Mediation (19 Jul 2018 to 8 Aug 2018)
    • CF3 Chief Executive (19 Jun 2018 to 8 Dec 2019)
    • CF1 Director (15 Feb 2018 to 8 Dec 2019)
  • Jonathan Phillip Taylor

    IRN JPT00017

    • CF1 Director (AR) (13 Nov 2007 to 17 Jun 2011)
  • Jonathan Ralph Nightingale

    IRN JRN01022

    • CF30 Customer (1 Nov 2007 to 5 Sep 2008)
    • CF21 Investment Adviser (22 Jun 2006 to 31 Oct 2007)
    • CF7 Sole Trader (AR) (13 Dec 2004 to 31 Jan 2007)
    • CF22 Investment Adviser (Trainee) (13 Dec 2004 to 22 Jun 2006)
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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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