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
- (2)Employed By (since 30 May 2013)
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- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Aug 2020)
- CF1 Director (AR) (19 Jun 2013 to 28 Aug 2020)
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- CF1 Director (AR) (30 May 2013 to 20 Jun 2013)
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- (57)Employed By (30 Sep 2009 to 28 Dec 2012)
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- CF30 Customer (30 Sep 2009 to 28 Dec 2012)
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: (2)Employed By at Purely Financial Planning Limited