Where they hold approval

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

    • 9A. Advising on P2P agreements
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • CF30 Customer (since 25 Mar 2026)
    • CF1 Director (AR) (since 25 Mar 2026)
    • Appointed representative dealing with clients for which they require qualification (since 25 Mar 2026)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 9A. Advising on P2P agreements
    • 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 3 Mar 2021)
    • CF1 Director (AR) (since 14 Oct 2020)
    • CF30 Customer (since 14 Oct 2020)
    • (1)Employed By (since 18 Oct 2012)
  • HL Partnership Limited (no longer approved here)

    FRN 303397

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Mar 2021)
    • CF1 Director (AR) (17 Apr 2014 to 29 Mar 2021)
  • Personal Touch Financial Services Limited (no longer approved here)

    FRN 187834

    • CF1 Director (AR) (18 Oct 2012 to 29 May 2014)

Recent activity

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

No changes recorded yet.