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.

  • Emma Jane Stather

    IRN EXS00008

    • (1100)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1101)Appointed representative dealing with clients for which they require qualification (since 11 Sep 2020)
    • (1102)CF1 Director (AR) (since 9 Sep 2020)
  • Emma Kay Holmes

    IRN EKH01010

    • (1613)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jul 2020)
  • Emma Lawrenson

    IRN EXL01284

    • (2)CF1 Director (AR) (since 15 Jan 2020)
  • Emma Lloyd

    IRN EXL00048

    • (116)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (117)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Emma Louise Abrahams

    IRN PXE01158

    • (1671)CF11 Money Laundering Reporting (29 Sep 2006 to 26 Mar 2007)
  • Emma Louise Hollingworth

    IRN ELH01022

    • (1183)Responsibility for MCD Intermediation (since 13 Dec 2024)
    • (1184)Responsible for Insurance Distribution (since 13 Dec 2024)
    • (1185)SMF18 Other Overall Responsibility (since 13 Dec 2024)
  • Emma Louise Mumford

    IRN ELM01024

    • (1461)CF1 Director (AR) (10 May 2021 to 18 Mar 2022)
  • Emma Mary Tate

    IRN EMT01028

    • (638)CF2 Non Executive Director (AR) (8 Oct 2008 to 3 Feb 2010)
  • Emma May Spiers

    IRN EXS00186

    • (2254)Appointed representative dealing with clients for which they require qualification (6 May 2022 to 30 May 2025)
  • Eric William Harry Knowles

    IRN EXK00012

    • (916)CF30 Customer (1 Nov 2007 to 8 Sep 2011)
    • (918)CF7 Sole Trader (AR) (27 May 2005 to 31 Jan 2007)
    • (917)CF22 Investment Adviser (Trainee) (27 May 2005 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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