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.

  • Kayleigh Jessica Nolan

    IRN KXN00179

    • (3038)Appointed representative dealing with clients for which they require qualification (20 Sep 2024 to 6 Apr 2025)
  • Kayleigh Stephenson

    IRN SXK02949

    • (465)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (466)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Keiran Alan Ames

    IRN KAA00002

    • (536)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (537)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1974)CF7 Sole Trader (AR) (12 Nov 2004 to 31 Jan 2007)
    • (1973)CF22 Investment Adviser (Trainee) (31 Jul 2003 to 10 Jul 2007)
  • Keith Alan Leaver

    IRN KAL00013

    • (50)CF1 Director (AR) (6 Jun 2006 to 1 Jun 2007)
  • Keith Anthony Hannath

    IRN KAH00014

    • (3007)CF1 Director (AR) (31 Oct 2004 to 28 Jun 2013)
  • Keith David Cummings

    IRN KDC01027

    • (639)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (641)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (640)CF4 Partner (AR) (since 17 May 2010)
  • Keith Errol Bevan

    IRN KEB00002

    • (39)CF4 Partner (AR) (since 12 May 2009)
  • Keith Grenfell Duffy

    IRN KGD00003

    • (362)CF30 Customer (1 Nov 2007 to 28 Oct 2012)
    • (365)CF1 Director (AR) (7 Sep 2006 to 29 Aug 2014)
    • (363)CF22 Investment Adviser (Trainee) (22 Sep 2003 to 31 Oct 2007)
    • (364)CF21 Investment Adviser (1 Dec 2001 to 3 Jun 2003)
  • Keith Harris

    IRN KXH00115

    • (802)Appointed representative dealing with clients for which they require qualification (16 Dec 2019 to 24 Apr 2020)
  • Keith Jeffrey Hadden

    IRN KJH00029

    • (354)CF30 Customer (1 Nov 2007 to 6 Feb 2008)
    • (355)CF22 Investment Adviser (Trainee) (28 Dec 2006 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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