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.

  • Graeme Bradley

    IRN GXB00105

    • (221)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (222)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (2021)CF4 Partner (AR) (15 Feb 2007 to 4 Sep 2023)
  • Graeme Swan

    IRN GXS00066

    • (2072)CF1 Director (AR) (27 Jul 2012 to 11 Dec 2012)
  • Graeme Tate

    IRN GXT00068

    • (22)CF1 Director (AR) (8 Oct 2008 to 3 Feb 2010)
  • Graham Alan Millar

    IRN GAM00052

    • (167)CF1 Director (AR) (19 Oct 2007 to 27 Aug 2009)
  • Graham Alexander Scott

    IRN GAS01098

    • (1661)CF30 Customer (12 Apr 2013 to 24 Dec 2013)
  • Graham Arnold Lavender

    IRN GAL00012

    • (1101)CF1 Director (AR) (31 Dec 2004 to 18 Nov 2005)
    • (1100)CF22 Investment Adviser (Trainee) (31 Dec 2004 to 18 Nov 2005)
  • Graham Arthur Jeffries

    IRN GAJ00009

    • (790)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (791)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (792)CF1 Director (AR) (since 2 Jul 2015)
    • (2855)CF1 Director (AR) (4 Oct 2007 to 18 Jun 2008)
    • (2854)CF4 Partner (AR) (31 Oct 2004 to 20 May 2015)
  • Graham Carter

    IRN GXC00168

    • (854)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (855)Appointed representative dealing with clients for which they require qualification (since 1 Apr 2022)
    • (856)CF1 Director (AR) (since 22 Mar 2022)
  • Graham David Denny

    IRN GDD00003

    • (2122)CF1 Director (AR) (4 Nov 2010 to 22 Sep 2016)
  • Graham Doig Scott Baptie

    IRN GDB01072

    • (616)CF1 Director (AR) (3 Oct 2008 to 2 Feb 2012)
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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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