Where they hold approval

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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • CF1 Director (AR) (since 18 Jan 2020)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 19 Jun 2013)
    • (2)Employed By (since 15 Nov 2019)
  • Personal Touch Financial Services Limited (no longer approved here)

    FRN 187834

    • CF30 Customer (21 Oct 2010 to 28 Jun 2013)
  • Peace of Mind Financial Solutions Limited (no longer approved here)

    FRN 470946

    • (6)Employed By (21 Oct 2010 to 28 Jun 2013)
  • Moneyweb Limited (no longer approved here)

    FRN 189146

    • CF30 Customer (1 Nov 2007 to 20 Oct 2010)
    • CF21 Investment Adviser (24 Jun 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (4 Dec 2004 to 24 Jun 2005)

Recent activity

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

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