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.

  • Elaiza McHale

    IRN EXM19366

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Apr 2023)
    • CF1 Director (AR) (29 Aug 2019 to 2 Apr 2023)
  • Eleanor James

    IRN EXJ00138

    • Appointed representative dealing with clients for which they require qualification (11 Mar 2024 to 2 Oct 2024)
  • Eleanor Wood

    IRN EXW00061

    • 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 15 Apr 2020)
  • Elise Keeshan

    IRN EXK00048

    • 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)
  • Elizabeth Anne Gerrard

    IRN EAG01036

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Mar 2024)
    • CF1 Director (AR) (8 Jul 2016 to 29 Mar 2024)
  • Elizabeth Davies

    IRN EXB01307

    • CF1 Director (AR) (6 Mar 2009 to 16 Sep 2010)
  • Elizabeth Greenhill

    IRN EXG01144

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Mar 2024)
    • CF4 Partner (AR) (26 Jan 2018 to 14 Mar 2024)
  • Elizabeth Harfleet

    IRN EXH01240

    • CF4 Partner (AR) (18 Mar 2008 to 23 Jan 2010)
  • Elizabeth Radmore Hayes

    IRN ERH01019

    • CF1 Director (AR) (31 Oct 2004 to 2 Mar 2015)
  • Ella Marie Barton

    IRN EXB00180

    • Appointed representative dealing with clients for which they require qualification (1 Jun 2023 to 17 Mar 2025)
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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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