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
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 11 Mar 2026)
  • Personal Touch Financial Services Limited (no longer approved here)

    FRN 187834

    • Appointed representative dealing with clients for which they require qualification (3 Jul 2023 to 10 Mar 2026)
    • CF1 Director (AR) (4 Jan 2023 to 10 Mar 2026)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF1 Director (AR) (22 Jul 2021 to 30 Dec 2022)
    • Appointed representative dealing with clients for which they require qualification (22 Jun 2020 to 30 Dec 2022)

Recent activity

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

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