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.

  • Gary Blomfield

    IRN GXB01770

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Dec 2023)
    • CF1 Director (AR) (5 Mar 2010 to 30 Dec 2023)
  • Gary Bryan Rockach

    IRN GBR01019

    • CF1 Director (AR) (26 Jan 2005 to 2 Dec 2005)
  • Gary David Richardson

    IRN GXR00070

    • Appointed representative dealing with clients for which they require qualification (2 Jul 2020 to 31 Aug 2022)
  • Gary Edward Wooding

    IRN GEW00001

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 8 Aug 2019)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Dec 2021)
  • Gary Grosvenor Fairhall

    IRN GGF00003

    • 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)
    • CF1 Director (AR) (since 28 Jun 2007)
    • CF4 Partner (AR) (31 Oct 2004 to 28 Jun 2007)
  • Gary Hawtin

    IRN GXH01361

    • CF2 Non Executive Director (AR) (17 Jan 2011 to 23 May 2013)
    • CF1 Director (AR) (15 Nov 2004 to 11 Sep 2006)
  • Gary John Couzens

    IRN GXC00090

    • CF1 Director (AR) (14 Mar 2005 to 4 Apr 2007)
  • Gary Karl Wood

    IRN GXW00257

    • Appointed representative dealing with clients for which they require qualification (29 Apr 2022 to 23 Aug 2024)
  • Gary Keith Cobley

    IRN GKC01021

    • CF30 Customer (1 Nov 2007 to 18 Nov 2016)
    • CF21 Investment Adviser (22 Oct 2007 to 31 Oct 2007)
    • CF7 Sole Trader (AR) (5 Oct 2005 to 31 Jan 2007)
    • CF22 Investment Adviser (Trainee) (5 Oct 2005 to 22 Oct 2007)
  • Gary Lindsay Pollard

    IRN GLP00001

    • CF1 Director (AR) (27 Feb 2008 to 31 Jan 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.

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