Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Personal Touch Financial Services Limited (no longer approved here)

    FRN 187834

    • CF30 Customer (6 May 2008 to 31 Dec 2012)
    • CF1 Director (AR) (27 Nov 2006 to 31 Dec 2012)
  • Elevate Portfolio Services Limited (no longer approved here)

    FRN 144849

    • CF21 Investment Adviser (21 May 2003 to 31 Oct 2004)
    • CF1 Director (AR) (21 Feb 2003 to 31 Oct 2004)
    • CF22 Investment Adviser (Trainee) (18 Dec 2002 to 21 May 2003)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF21 Investment Adviser (21 May 2003 to 22 May 2007)
    • CF1 Director (AR) (21 Feb 2003 to 22 May 2007)
    • CF22 Investment Adviser (Trainee) (18 Dec 2002 to 21 May 2003)
  • Optimize Financial Services Ltd (no longer approved here)

    FRN 220589

    • Employed By (18 Dec 2002 to 8 Dec 2019)

Recent activity

Updates to this individual's record on the FCA register.

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