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.

  • Kathryn Brown

    IRN KXB00136

    • (172)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (173)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Kathryn Coles

    IRN KXC00094

    • (174)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (175)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Kathryn Teresa O'Malley

    IRN KTO00001

    • (918)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (919)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (920)CF1 Director (AR) (since 7 Apr 2015)
  • Katie Crosby

    IRN KXC00095

    • (528)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (529)Appointed representative dealing with clients for which they require qualification (since 26 Jun 2024)
  • Katie Emma Veronica Nightingale

    IRN KEN01022

    • (1327)CF1 Director (AR) (5 Apr 2018 to 18 Jan 2022)
  • Katie Gurden

    IRN KXG00268

    • (407)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (408)Appointed representative dealing with clients for which they require qualification (since 6 Feb 2023)
  • Katie Leanne Green

    IRN KLG01032

    • (613)CF1 Director (AR) (20 Feb 2007 to 16 Feb 2009)
  • Katie Louise Clarke

    IRN KXC00512

    • (324)[FCA CF] Significant management (since 6 Jan 2026)
  • Kay Cooper

    IRN KXC01302

    • (699)CF2 Non Executive Director (AR) (13 May 2008 to 1 Apr 2009)
  • Kay Proudman

    IRN KXH00039

    • (1551)CF4 Partner (AR) (31 Oct 2004 to 6 Feb 2013)
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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.

  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

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