Personal Touch Financial Services Limited

• 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

• 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 Hide limitations

  • · 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 Hide 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 Hide limitations

  • · Limited to the provision of credit information services with no credit repair (as defined by 89A(3)(c) & (d) Regulated Activities Order).

• Daniel James Roberts

  IRN DJR01186

  • 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)
• Daniel Jones

  IRN DXJ00142

  • Appointed representative dealing with clients for which they require qualification (3 May 2022 to 15 Nov 2023)
• Daniel Joseph McGeehan

  IRN DJM01425

  • 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 5 Jul 2007)
• Daniel Lamont

  IRN DXL01428

  • CF30 Customer (10 Apr 2013 to 15 Jan 2014)
• Daniel Larner

  IRN DXL00122

  • 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 10 Feb 2021)
  • CF1 Director (AR) (since 9 Feb 2021)
  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Jan 2021)
• Daniel MacDonald

  IRN DXM01219

  • 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 8 Jul 2025)
• Daniel Martin

  IRN DXM00259

  • Appointed representative dealing with clients for which they require qualification (7 Jan 2021 to 30 Apr 2021)
• Daniel McGowan

  IRN DXM00532

  • Appointed representative dealing with clients for which they require qualification (14 Jun 2021 to 18 Aug 2021)
• Daniel Oliver Weizmann

  IRN DXW00117

  • CF1 Director (AR) (31 Oct 2004 to 11 Jan 2008)
• Daniel Pegler

  IRN DAP01163

  • Appointed representative dealing with clients for which they require qualification (4 Oct 2022 to 27 Apr 2023)
  • CF1 Director (AR) (30 Aug 2022 to 27 Apr 2023)

• 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

No changes recorded yet.