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 Jason Green

    IRN DJG01178

    • (1565)Appointed representative dealing with clients for which they require qualification (3 Jan 2023 to 19 Apr 2023)
  • David John Carnell

    IRN DJC00162

    • (1474)CF1 Director (AR) (15 Jun 2011 to 30 Apr 2013)
  • David John Carney

    IRN DJC00068

    • (1079)CF30 Customer (21 Nov 2011 to 28 Jun 2013)
  • David John Carrington

    IRN DJC00025

    • (592)Responsibility for MCD Intermediation (21 Mar 2016 to 24 Mar 2017)
    • (593)Responsible for Insurance Mediation (27 Dec 2012 to 29 Apr 2014)
    • (594)CF1 Director (8 Nov 2012 to 24 Mar 2017)
  • David John Daniell

    IRN DJD00043

    • (1791)CF1 Director (AR) (17 Dec 2010 to 1 Jun 2011)
  • David John Davies

    IRN DXD00226

    • (2266)Appointed representative dealing with clients for which they require qualification (25 Oct 2021 to 21 Oct 2022)
  • David John Kirk MacLeod

    IRN DJM00140

    • (1149)CF4 Partner (AR) (13 Dec 2004 to 12 Aug 2011)
  • David John Morse

    IRN DJM00034

    • (244)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (243)21. Advising or arranging (bringing about) equity release transactions
    • (245)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (1817)CF1 Director (AR) (17 Oct 2012 to 13 Sep 2024)
    • (1815)CF30 Customer (1 Nov 2007 to 6 Oct 2010)
    • (1816)CF22 Investment Adviser (Trainee) (10 Aug 2006 to 31 Oct 2007)
  • David John Plummer

    IRN DJP01244

    • (3196)CF1 Director (AR) (24 Jan 2011 to 30 Dec 2013)
  • David John Sneddon

    IRN DJS00015

    • (3010)CF1 Director (AR) (31 Oct 2004 to 24 Oct 2005)
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