Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Personal Touch Financial Services Limited
FRN 187834
- 21. Advising or arranging (bringing about) equity release transactions
- 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 24 Sep 2007)
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- (1)Employed By (since 24 Sep 2007)
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- Employed By (14 Feb 2003 to 15 Feb 2006)
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- CF22 Investment Adviser (Trainee) (1 Dec 2001 to 25 Feb 2002)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.