Where they hold approval

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 2 Jun 2025)
    • [FCA CF] Client dealing (2 Jun 2025 to 15 Jan 2026)
  • Kingsmead Financial Planning Ltd (no longer approved here)

    FRN 630040

    • Appointed representative dealing with clients for which they require qualification (8 Jan 2025 to 30 May 2025)
    • [FCA CF] Functions requiring qualifications (8 Jan 2025 to 30 May 2025)
  • Personal Touch Financial Services Limited (no longer approved here)

    FRN 187834

    • Appointed representative dealing with clients for which they require qualification (27 Sep 2024 to 1 Dec 2024)

Recent activity

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

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