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
- 21. Advising or arranging (bringing about) equity release transactions
- CF4 Partner (AR) (since 2 Apr 2025)
- CF1 Director (AR) (since 2 Oct 2023)
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Lifetime Mortgages
FRN 178470
- (2)Employed By (since 2 Oct 2023)
- (1)Employed By (1 Dec 2001 to 16 Sep 2002)
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- CF7 Sole Trader (AR) (1 Dec 2001 to 16 Sep 2002)
- CF21 Investment Adviser (1 Dec 2001 to 16 Sep 2002)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at Lifetime Mortgages
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controlled function added: (1)Employed By at Lifetime Mortgages
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controlled function added: (2)Employed By at Lifetime Mortgages