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 9 Dec 2019)
    • CF1 Director (AR) (since 15 Jan 2018)
    • (1)Employed By (since 15 Jan 2018)
    • (3)Employed By (31 Oct 2004 to 29 Dec 2017)
  • Personal Touch Financial Services Limited (no longer approved here)

    FRN 187834

    • CF22 Investment Adviser (Trainee) (23 Jan 2006 to 1 Jun 2006)
    • CF1 Director (AR) (23 Jan 2006 to 29 Dec 2017)
    • CF4 Partner (AR) (31 Oct 2004 to 29 Dec 2017)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF22 Investment Adviser (Trainee) (16 Sep 2005 to 1 Jun 2006)

Recent activity

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

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