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.

  • Graham Gordon Hunt

    IRN GGH01019

    • (787)CF1 Director (AR) (31 May 2007 to 21 Jan 2008)
  • Graham James Chapman

    IRN GJC00044

    • (1164)CF1 Director (AR) (5 Dec 2008 to 3 Apr 2009)
  • Graham James Lawrenson

    IRN GJL01082

    • (699)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (701)CF1 Director (AR) (since 26 Mar 2020)
    • (700)Appointed representative dealing with clients for which they require qualification (since 20 Mar 2020)
  • Graham James Paterson

    IRN GJP01109

    • (1991)CF30 Customer (30 Mar 2010 to 31 Oct 2012)
  • Graham Jeffries

    IRN GXJ00050

    • (534)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (535)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (2357)Appointed representative dealing with clients for which they require qualification (14 Jan 2020 to 10 Feb 2026)
  • Graham Lawley

    IRN GXL01327

    • (774)CF1 Director (AR) (15 Oct 2007 to 30 Apr 2008)
  • Graham Layland Dalby

    IRN GXD00074

    • (558)CF30 Customer (1 Nov 2007 to 9 Jul 2009)
    • (560)CF1 Director (AR) (7 Jul 2005 to 9 Jul 2009)
    • (559)CF22 Investment Adviser (Trainee) (7 Jul 2005 to 31 Oct 2007)
  • Graham Leslie Arnold

    IRN GLA01023

    • (1272)CF1 Director (AR) (23 Sep 2010 to 6 Jul 2012)
  • Graham Leslie Guppy

    IRN GXG00004

    • (374)CF30 Customer (7 Apr 2010 to 7 Mar 2011)
  • Graham Leslie Meheux

    IRN GLM00006

    • (204)CF30 Customer (1 Nov 2007 to 15 Jan 2009)
    • (205)CF22 Investment Adviser (Trainee) (29 Oct 2007 to 31 Oct 2007)
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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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