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.

  • Frank William Stone

    IRN FWS00004

    • (246)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (247)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Frederick Barry Richardson

    IRN FBR00003

    • (1457)CF1 Director (AR) (14 May 2015 to 14 May 2021)
    • (1456)CF4 Partner (AR) (16 Mar 2011 to 22 May 2015)
  • Frederick Millward

    IRN FXM00030

    • (1912)CF22 Investment Adviser (Trainee) (4 Mar 2004 to 7 Dec 2004)
  • Fuad-Al-Wasif Kamal

    IRN FXK00113

    • (369)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (370)Appointed representative dealing with clients for which they require qualification (since 18 Oct 2024)
  • Funda Cebeci

    IRN FXC00033

    • (978)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (979)Appointed representative dealing with clients for which they require qualification (since 14 Mar 2022)
    • (980)CF1 Director (AR) (since 2 Feb 2022)
  • GEETA NAIR

    IRN GXN01092

    • (754)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (755)Appointed representative dealing with clients for which they require qualification (since 2 Apr 2020)
    • (756)CF1 Director (AR) (since 26 Aug 2015)
  • Gareth Alan Wigdahl

    IRN GAW00020

    • (473)CF21 Investment Adviser (8 Nov 2005 to 31 May 2007)
    • (474)CF1 Director (AR) (1 Jan 2005 to 31 May 2007)
    • (472)CF22 Investment Adviser (Trainee) (1 Jan 2005 to 8 Nov 2005)
  • Gareth Chell

    IRN GXC01609

    • (2764)CF30 Customer (30 Nov 2011 to 26 Jul 2012)
  • Gareth Davies

    IRN GXD01329

    • (2600)CF1 Director (AR) (8 Dec 2006 to 31 Mar 2008)
  • Gareth John Jones

    IRN GXJ01138

    • (954)CF1 Director (AR) (15 Mar 2011 to 31 Oct 2012)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Show more

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

Show more