Personal Touch Financial Services Limited
Reference number: 187834
Instant download
Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
Website, phone number and address
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
-
Phone number
-
Address
3700, Birmingham Business Park, Parkside, Birmingham, West Midlands, B37 7YT, United Kingdom
In the full report: 3 background checks
- When primis.co.uk first appeared online, and whether it can receive email
- What kind of line 0330 303 0237 is, and the 3 other firms that give it
- Who else gives the postcode B37 7YT
Other names (25)
If you were contacted under any of these names, it is this firm.
- PRIMIS Trading name: A name it trades under now.
- PRIMIS Mortgage Network Trading name: A name it trades under now.
- Personal Touch Financial Services Ltd Former name: A name it was registered under before.
- Personal Touch Insurance Services Limited Former name: A name it was registered under before.
- ASU Box Former trading name: A name it used to trade under.
- B&C Box Former trading name: A name it used to trade under.
- Capital Assure Former trading name: A name it used to trade under.
- Financial Services Toolbox Former trading name: A name it used to trade under.
- FS Box Former trading name: A name it used to trade under.
- FS Toolbox Former trading name: A name it used to trade under.
- GI Box Former trading name: A name it used to trade under.
- Life Box Former trading name: A name it used to trade under.
- Mortgage Box Former trading name: A name it used to trade under.
- Personal Touch Directly Authorised Former trading name: A name it used to trade under.
- Personal Touch Finance Former trading name: A name it used to trade under.
- Personal Touch Finance Equity Release Former trading name: A name it used to trade under.
- Personal Touch Hub Former trading name: A name it used to trade under.
- Personal Touch Insurance Former trading name: A name it used to trade under.
- Personal Touch Insure Former trading name: A name it used to trade under.
- Personal Touch Medical Former trading name: A name it used to trade under.
- Personal Touch Mortages Former trading name: A name it used to trade under.
- PI Box Former trading name: A name it used to trade under.
- PMI Box Former trading name: A name it used to trade under.
- The Life Insurance Supermarket Former trading name: A name it used to trade under.
- The Loan Supermarket Former trading name: A name it used to trade under.
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Advise on or arrange mortgages · Arrange equity release FSCS may applyMortgage advice and arranging may be FSCS-covered, up to the limit that applies.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (14 permissions)
- Acting as a CBTL advisor
- Acting as a CBTL arranger
- Advising on a home reversion plan
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on regulated mortgage contracts
- Arranging (bringing about) a home reversion plan
- Arranging (bringing about) deals in investments
- Arranging (bringing about) regulated mortgage contracts
- Credit Broking
- Debt-counselling
- Making arrangements with a view to a home reversion plan
- Making arrangements with a view to regulated mortgage contracts
- Making arrangements with a view to transactions in investments
- Providing Credit Information Services
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 03406454 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 21 July 1997 (29 years old)
- Registered office
- Howard House 3 St. Marys Court, Blossom Street, York, YO24 1AH, England
- Nature of business
-
- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Lynzi Harrison | Director | Jun 1974 | 1 Jan 2024 | 3 other companies |
| Darrell Paul Evans | Director | May 1969 | 1 Feb 2026 | 4 other companies |
| Robert Sinclair | Director | Dec 1956 | 1 Jun 2026 | 3 other companies |
| Anthony Mckeown | Director | Mar 1979 | 10 Jul 2026 | 14 other companies |
| Piotr Nowosad | Director | May 1970 | 10 Jul 2026 | 48 other companies |
Other companies run by these 5 directors
A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.
- other companies
- 51
- closed down
- 14
- are FCA-registered
- 6
In the full report: all 51 companies, named
- What each company does, and whether it is still trading
- Which of these 5 directors sit on each board, and since when
- Any that went into liquidation or administration
- The 6 on the FCA register
- The 12 companies these 5 directors run together
- All 41 people who have ever been directors, with their dates
Key dates in its history
Personal Touch Financial Services’s history from the FCA register and Companies House, newest first.
2025
21 March 2025
- Changed its registered name from "Personal Touch Financial Services Ltd"
FCA register
2018
30 January 2018
- Lsl Property Services PLC took control (75–100% of shares)
- Personal Touch Holdings Limited gave up control
Companies House
2016
6 April 2016
- Personal Touch Holdings Limited took control (75–100% of shares)
Companies House
2013
1 April 2013
- Regulated by the FCA from this date
FCA register
2005
6 January 2005
- Changed its registered name from "Personal Touch Insurance Services Limited"
FCA register
2001
1 December 2001
- Regulated by the Financial Services Authority from this date
- Became authorised by the FCA
FCA register
1998
20 October 1998
- Regulated by the Personal Investment Authority from this date
FCA register
1997
21 July 1997
- Incorporated at Companies House
Companies House
In the full report: all 134 events
- All 134 events in its history (10 shown here)
- Every director appointment and resignation: 77
Firms connected to Personal Touch Financial Services
Other FCA-listed firms that share a director, phone number or address with Personal Touch Financial Services. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 6
- share a director
- 5
- share its phone number
- 3
In the full report: all 6 connected firms, named
- How each is linked: shared directors (5), the same phone number (3), the same postcode (4)
- Who links each one: the named directors, with dates
- 1 past link through former directors
Firms like Personal Touch Financial Services
Other firms of the same type (mortgage adviser or broker), nearest first.
In Birmingham
Affiliate Finance LtdBirminghamAuthorisedAlderbrook Financial Services LimitedBirminghamAuthorisedAwan Commercial Mortgages & Property Services LimitedBirminghamAuthorisedBridgefast Capital LtdBirminghamAuthorisedCarloumi Private Finance LimitedBirminghamAuthorisedCherry Street Holdings LtdBirminghamAuthorised
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on Personal Touch Financial Services
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 51 other companies its directors have run, named
- 3 background checks on its contact details
- All 134 events in its history
- 6 connected firms, named, and who links them
Instant PDF One-off payment Secure checkout by Stripe
Frequently asked questions about this firm
Is Personal Touch Financial Services Limited FCA authorised?
Yes, Personal Touch Financial Services Limited (FRN 187834) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a mortgage adviser or broker. The FCA has placed no limits on its permissions.
What is Personal Touch Financial Services’ phone number and website?
The FCA register lists the phone number 0330 303 0237 and the website primis.co.uk for Personal Touch Financial Services. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by 3 other FCA firms.
Is Personal Touch Financial Services a scam or clone?
Personal Touch Financial Services is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Personal Touch Financial Services?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Personal Touch Financial Services to the Financial Ombudsman Service, free of charge.
Who owns Personal Touch Financial Services?
Personal Touch Financial Services is owned by Lsl Property Services PLC, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 30 January 2018. Before that, it was controlled by Personal Touch Holdings Limited.
Who runs Personal Touch Financial Services?
Companies House lists 5 directors of Personal Touch Financial Services: Lynzi Harrison, Darrell Paul Evans, Robert Sinclair, Anthony McKeown and Piotr Nowosad.
How long has Personal Touch Financial Services been in business?
The company was formed on 21 July 1997, and has held its current FCA authorisation since December 2001.
Does Personal Touch Financial Services use any other names?
It trades as PRIMIS and PRIMIS Mortgage Network. It has previously used 23 other names, including Personal Touch Financial Services Ltd, Personal Touch Insurance Services Limited and ASU Box.
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk