Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Personal Touch Financial Services Limited
FRN 187834
- 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 1 Sep 2020)
- CF1 Director (AR) (since 6 Jul 2020)
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Purely Financial Planning Limited
FRN 601068
- (1)Employed By (since 30 Apr 2014)
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- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Aug 2020)
- CF1 Director (AR) (30 Apr 2014 to 28 Aug 2020)
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- CF1 Director (AR) (31 Oct 2004 to 20 May 2008)
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- CF21 Investment Adviser (1 Dec 2001 to 17 Feb 2005)
- CF1 Director (AR) (1 Dec 2001 to 17 Feb 2005)
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- CF21 Investment Adviser (1 Dec 2001 to 17 Feb 2005)
- CF1 Director (AR) (1 Dec 2001 to 17 Feb 2005)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at Purely Financial Planning Limited
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controlled function added: (1)Employed By at Purely Financial Planning Limited