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
    • Appointed representative dealing with clients for which they require qualification (since 29 Apr 2025)
    • CF1 Director (AR) (since 7 Mar 2025)
    • Employed By (since 7 Mar 2025)
  • HL Partnership Limited (no longer approved here)

    FRN 303397

    • Appointed representative dealing with clients for which they require qualification (28 Aug 2020 to 13 Oct 2022)
  • Personal Touch Financial Services Limited (no longer approved here)

    FRN 187834

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Aug 2020)

Recent activity

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

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