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.

  • Alistair John Donaldson

    IRN AJD01322

    • CF30 Customer (12 Dec 2011 to 31 Dec 2012)
    • CF1 Director (AR) (12 Dec 2011 to 31 Dec 2012)
  • Alistair Lawrie

    IRN AXL00024

    • CF30 Customer (1 Nov 2007 to 1 Apr 2019)
    • CF22 Investment Adviser (Trainee) (27 Nov 2006 to 31 Oct 2007)
    • CF1 Director (AR) (27 Nov 2006 to 1 Apr 2019)
  • Allan Bates

    IRN AXB01997

    • CF1 Director (AR) (31 Oct 2004 to 4 Oct 2005)
  • Allan Henry Sorrell Pennington

    IRN AHP01036

    • CF1 Director (AR) (31 Oct 2004 to 21 Oct 2010)
  • Allan Kinnaird

    IRN AXK00081

    • CF30 Customer (1 Nov 2007 to 23 Jul 2009)
    • CF22 Investment Adviser (Trainee) (26 Apr 2007 to 31 Oct 2007)
  • Allan Marlow

    IRN AXM00444

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Dec 2025)
  • Allan William Williamson

    IRN AWW00011

    • CF30 Customer (1 Nov 2007 to 31 Mar 2008)
    • CF1 Director (AR) (16 Jul 2007 to 31 Mar 2008)
    • CF22 Investment Adviser (Trainee) (25 May 2006 to 31 Oct 2007)
    • CF7 Sole Trader (AR) (25 May 2006 to 31 Jan 2007)
  • Allanya Jade Booth

    IRN AXB00535

    • 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 3 Mar 2021)
  • Allen Young

    IRN AXY01064

    • CF4 Partner (AR) (4 Jul 2005 to 9 Feb 2009)
  • Allison Whiteley

    IRN AMW00040

    • CF30 Customer (1 Dec 2009 to 20 Dec 2012)
    • CF1 Director (AR) (16 May 2008 to 20 Dec 2012)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • David Downie (no longer appointed)

    FRN 564943 · Appointed 20 Sep 2011 · Until 24 Dec 2012

  • Guardian Insure Limited (no longer appointed)

    FRN 564988 · Appointed 20 Sep 2011 · Until 17 Dec 2015

  • Jagtar Koritana (no longer appointed)

    FRN 564762 · Appointed 19 Sep 2011 · Until 28 Nov 2013

  • The Money Range Limited (no longer appointed)

    FRN 564733 · Appointed 19 Sep 2011 · Until 24 Jun 2013

  • David Weedall (no longer appointed)

    FRN 564399 · Appointed 12 Sep 2011 · Until 28 Sep 2016

  • Syed Ali (no longer appointed)

    FRN 563904 · Appointed 5 Sep 2011 · Until 31 Oct 2014

  • Paul Leonard (no longer appointed)

    FRN 404405 · Appointed 2 Sep 2011 · Until 28 Oct 2012

  • 1st Protect Limited (no longer appointed)

    FRN 563672 · Appointed 1 Sep 2011 · Until 19 Jul 2013

  • Independent Debt Management Ltd (no longer appointed)

    FRN 563365 · Appointed 30 Aug 2011 · Until 8 Aug 2013

  • Stephen Amos (no longer appointed)

    FRN 563316 · Appointed 26 Aug 2011 · Until 19 Apr 2012

Show more

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.