Personal Touch Financial Services Limited

Open as Markdown
Date authorised
1 April 2013
Companies House
03406454
Last scraped
3 days ago

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    3700
    Birmingham Business Park
    Birmingham
    West Midlands
    B37 7YT
    UNITED KINGDOM
    Phone
    +443303030237
    Web
    https://www.primis.co.uk

  • Complaints Contact

    3700
    Birmingham Business Park
    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

  • 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

  • Credit Brokering

  • Debt Advice

  • Equity Release Setup

    For Customer, Home reversion plans

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts

  • Credit Score Services

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Helen Dean

    IRN HXD00052

    • (969)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (970)Appointed representative dealing with clients for which they require qualification (since 13 Nov 2023)
    • (971)CF1 Director (AR) (since 6 Apr 2021)
  • Helen Jane Roberts

    IRN HJR01029

    • (750)CF1 Director (AR) (3 Jan 2008 to 9 Dec 2010)
  • Helen Louise Brandon-Snell

    IRN HLB01020

    • (2726)CF1 Director (AR) (15 May 2020 to 19 Jun 2020)
  • Helen Mackay

    IRN HXM00086

    • (89)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (90)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Helen Martin

    IRN HXG01152

    • (1176)SMF17 Money Laundering Reporting Officer (MLRO) (since 2 Jun 2023)
    • (1178)SMF4 Chief Risk (since 2 Jun 2023)
    • (1177)SMF16 Compliance Oversight (since 2 Jun 2023)
    • (3259)CF10 Compliance Oversight (3 Mar 2014 to 30 Jun 2014)
    • (3258)CF11 Money Laundering Reporting (28 Feb 2011 to 11 May 2011)
    • (3257)CF28 Systems and controls (1 Jun 2009 to 5 Oct 2012)
    • (3260)CF1 Director (5 Aug 2008 to 27 Oct 2014)
  • Helen Mary Wilkes

    IRN HMJ01015

    • (890)CF7 Sole Trader (AR) (21 Dec 2005 to 31 Jan 2007)
    • (889)CF22 Investment Adviser (Trainee) (21 Dec 2005 to 24 Aug 2006)
  • Helen Nancy Burgess

    IRN HNB01001

    • (1051)CF1 Director (AR) (15 Apr 2005 to 7 Apr 2014)
  • Helen Victoria Baker

    IRN HVB01002

    • (2744)CF1 Director (AR) (16 Oct 2015 to 14 Aug 2020)
    • (2743)CF4 Partner (AR) (25 Mar 2009 to 7 Nov 2012)
  • Helena Davies

    IRN HXD14675

    • (2515)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 May 2024)
    • (2516)CF1 Director (AR) (13 May 2019 to 11 May 2024)
  • Hellier, Angela

    IRN HXA01665

    • (307)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (308)Appointed representative dealing with clients for which they require qualification (since 6 May 2022)
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