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.

  • Adam Lawrence

    IRN AXL00143

    • 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 25 Mar 2020)
  • Adam Messer

    IRN AXM10886

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Feb 2026)
    • CF1 Director (AR) (29 Jan 2019 to 8 Feb 2026)
  • Adam Nicholas Nunn

    IRN AXN00130

    • Appointed representative dealing with clients for which they require qualification (27 Sep 2021 to 2 Sep 2022)
  • Adam Norman Stretton

    IRN ANS00011

    • CF1 Director (AR) (31 Oct 2004 to 8 Mar 2010)
  • Adam Robert Castleton

    IRN ARC01211

    • SMF3 Executive Director (9 Dec 2019 to 22 Dec 2021)
    • CF1 Director (15 Feb 2018 to 8 Dec 2019)
  • Adam Scott

    IRN AXS00400

    • 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 16 Dec 2019)
  • Adam Sparks

    IRN AGS01130

    • CF1 Director (AR) (31 Mar 2010 to 7 Jun 2013)
    • CF30 Customer (17 Jul 2009 to 31 Oct 2012)
  • Adam Wilson

    IRN AXW02197

    • 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 14 Sep 2015)
  • Adam Woodward

    IRN APW01119

    • CF30 Customer (5 Aug 2008 to 23 Oct 2009)
  • Adelodun Sunday Adetunji

    IRN ASA01055

    • CF30 Customer (24 Apr 2014 to 13 Apr 2016)
    • CF1 Director (AR) (21 Sep 2007 to 13 Apr 2016)
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.

No changes recorded yet.