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.

  • Jill Patricia Dixon

    IRN JPD01161

    • CF4 Partner (AR) (21 Sep 2010 to 17 Jan 2013)
  • Jill Shirley Pullin

    IRN JXP00144

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Jill-Marie Jeffries

    IRN JMJ00003

    • CF1 Director (AR) (since 26 Jun 2015)
    • CF4 Partner (AR) (31 Oct 2004 to 20 May 2015)
  • Joachim Claufice Ursene Mouanda

    IRN JXM00814

    • Appointed representative dealing with clients for which they require qualification (1 Feb 2023 to 5 Nov 2024)
  • Joan Mary Peck

    IRN JMP01217

    • CF2 Non Executive Director (AR) (6 Jul 2009 to 31 Mar 2016)
  • Joan Murphy

    IRN JXM02368

    • CF2 Non Executive Director (AR) (26 May 2011 to 17 Jul 2017)
    • CF1 Director (AR) (13 Sep 2005 to 12 May 2011)
  • Joan Willans

    IRN JXW00277

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Oct 2020)
  • Joanna Cook

    IRN JXC01346

    • 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 24 Mar 2025)
    • Appointed representative dealing with clients for which they require qualification (6 Mar 2024 to 28 Mar 2024)
  • Joanna Ewa Szydlowska

    IRN JXS00061

    • CF1 Director (AR) (since 13 Oct 2020)
  • Joanna Laura Judith Ruddick

    IRN JLR00028

    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 18 Dec 2003)
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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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