Where they hold approval

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

    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 19 May 2020)
  • Key Retirement Solutions Limited (no longer approved here)

    FRN 224987

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 May 2020)
  • Honister Partners Ltd (no longer approved here)

    FRN 502699

    • Employed By (23 Jun 2009 to 31 Mar 2010)
  • Personal Touch Financial Services Limited (no longer approved here)

    FRN 187834

    • CF30 Customer (1 Nov 2007 to 13 Aug 2008)
    • CF1 Director (AR) (26 Oct 2007 to 13 Aug 2008)
    • CF22 Investment Adviser (Trainee) (26 Oct 2007 to 31 Oct 2007)

Recent activity

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

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