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
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Manager of certification employee (since 15 Mar 2021)
    • [FCA CF] Functions requiring qualifications (since 15 Mar 2021)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsibility for MCD Intermediation (since 28 Oct 2016)
    • CF1 Director (20 Jan 2012 to 8 Dec 2019)
  • Personal Touch Financial Services Limited (no longer approved here)

    FRN 187834

    • CF1 Director (AR) (23 Nov 2006 to 30 Sep 2011)

Recent activity

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

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