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
    • Appointed representative dealing with clients for which they require qualification (since 2 Dec 2024)
  • Personal Touch Financial Services Limited (no longer approved here)

    FRN 187834

    • Appointed representative dealing with clients for which they require qualification (2 Dec 2020 to 2 Dec 2024)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (2 Jun 2020 to 1 Dec 2020)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Mar 2020)

Recent activity

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

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