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
- 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 8 Jan 2020)
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- CF30 Customer (1 Nov 2007 to 31 Dec 2012)
- CF21 Investment Adviser (25 Jan 2005 to 31 Oct 2007)
- CF22 Investment Adviser (Trainee) (29 Nov 2004 to 25 Jan 2005)
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- CF4 Partner (AR) (1 Jun 2005 to 5 Mar 2007)
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- (3)Employed By (1 Dec 2001 to 5 Mar 2007)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function added: (3)Employed By at LilleyCo Financial Services