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.

  • Ivan Heads

    IRN IXH00034

    • CF22 Investment Adviser (Trainee) (10 Aug 2004 to 26 Jan 2005)
  • Ivan John Dodd

    IRN IXD00023

    • CF1 Director (AR) (31 Oct 2004 to 11 Jan 2008)
  • Ivan Truesdell

    IRN IXT01082

    • CF1 Director (AR) (31 Oct 2004 to 29 Nov 2008)
  • Ivona Maria Lord

    IRN IML00008

    • 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 6 Jun 2019)
  • JAMES WILLIAM GREEN

    IRN JWG00024

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 May 2025)
  • JOHN DAVID COLEMAN

    IRN JDC01222

    • 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)
  • Jack Cooney

    IRN JXC00921

    • CF1 Director (AR) (19 Jul 2022 to 20 Mar 2024)
  • Jack Johnson

    IRN JXJ00020

    • 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 2024)
  • Jack Richardson

    IRN JXR01651

    • CF4 Partner (AR) (20 Nov 2012 to 29 Nov 2013)
    • CF1 Director (AR) (11 Oct 2012 to 20 Nov 2012)
    • CF30 Customer (10 Nov 2009 to 31 Oct 2012)
  • Jack Wakefield

    IRN JXW00697

    • Appointed representative dealing with clients for which they require qualification (6 May 2022 to 19 Aug 2022)
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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.

No changes recorded yet.