Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
3 weeks ago
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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.

  • Amelia Walker

    IRN AXW00913

    • Appointed representative dealing with clients for which they require qualification (7 Aug 2024 to 15 Oct 2024)
  • Amir Kharkowa

    IRN AXK00166

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Nov 2025)
  • Amit Nakum

    IRN AXN01223

    • CF30 Customer (1 Nov 2007 to 15 Jul 2009)
    • CF22 Investment Adviser (Trainee) (28 Jun 2007 to 31 Oct 2007)
  • Amjad Ali Khan

    IRN AAK01040

    • CF4 Partner (AR) (31 Oct 2004 to 26 Aug 2005)
  • Ammar Mushtaq

    IRN AXM79262

    • Appointed representative dealing with clients for which they require qualification (22 Sep 2021 to 30 Nov 2024)
    • CF1 Director (AR) (18 Aug 2021 to 30 Nov 2024)
  • Amy Hunting

    IRN AXH00275

    • 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 Jan 2026)
  • Amy Karen Mann

    IRN AXM00535

    • Appointed representative dealing with clients for which they require qualification (5 Sep 2022 to 24 Oct 2022)
  • Amy Louise Davidson

    IRN ALD01080

    • CF2 Non Executive Director (AR) (19 Mar 2010 to 28 Nov 2014)
  • Amy Wright

    IRN AXW00702

    • Appointed representative dealing with clients for which they require qualification (24 Jan 2023 to 16 Mar 2026)
  • Andrea Adair

    IRN AXA01013

    • Appointed representative dealing with clients for which they require qualification (31 Jan 2024 to 8 Apr 2024)
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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.

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