Where they hold approval

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

    • (5)Employed By (since 23 Apr 2026)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 8 Jan 2019)
    • CF30 Customer (since 1 Nov 2007)
    • CF21 Investment Adviser (1 Jun 2005 to 31 Oct 2007)
    • CF4 Partner (AR) (1 Jun 2005 to 9 Jan 2019)
  • Personal Touch Financial Services Limited (no longer approved here)

    FRN 187834

    • CF4 Partner (AR) (3 Dec 2008 to 25 Feb 2011)

Recent activity

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

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