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.

  • David Arthur Mitchell

    IRN DAM00072

    • (211)CF1 Director (AR) (19 Jan 2007 to 12 Nov 2012)
  • David Auton

    IRN DXA00282

    • (1529)CF1 Director (AR) (8 Sep 2022 to 7 Nov 2024)
  • David Booth

    IRN DXB00153

    • (1419)CF2 Non Executive Director (AR) (28 Jun 2011 to 13 Jul 2011)
    • (1418)CF4 Partner (AR) (6 May 2010 to 22 May 2015)
    • (1420)CF1 Director (AR) (25 Aug 2004 to 31 Mar 2009)
  • David Bowers

    IRN DXB01714

    • (3280)CF30 Customer (14 Sep 2009 to 11 Jan 2011)
  • David Bowes Pyle

    IRN DBP01028

    • (497)CF1 Director (AR) (2 Feb 2005 to 18 Dec 2007)
  • David Bride

    IRN DXB01709

    • (1760)CF1 Director (AR) (11 Sep 2009 to 21 Mar 2014)
  • David Broome

    IRN DXB00175

    • (2938)CF30 Customer (1 Nov 2007 to 8 Oct 2010)
    • (2940)CF21 Investment Adviser (16 Mar 2006 to 31 Oct 2007)
    • (2941)CF1 Director (AR) (31 Oct 2004 to 8 Oct 2010)
    • (2939)CF22 Investment Adviser (Trainee) (28 Oct 2004 to 16 Mar 2006)
  • David Buss

    IRN DXB00257

    • (1040)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (1041)Appointed representative dealing with clients for which they require qualification (since 10 Feb 2021)
    • (1042)CF1 Director (AR) (since 9 Feb 2021)
    • (2631)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Jan 2021)
  • David Cade

    IRN DXC01663

    • (745)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (747)CF1 Director (AR) (since 22 Dec 2021)
    • (746)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • David Carnac

    IRN DXC00129

    • (842)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (843)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (844)CF1 Director (AR) (since 7 Aug 2015)
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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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