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
    • CF1 Director (AR) (since 19 Apr 2013)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Dec 2020)
    • Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 8 Dec 2020)
    • CF7 Sole Trader (AR) (25 Feb 2003 to 29 Feb 2004)
    • CF21 Investment Adviser (21 Oct 2002 to 29 Feb 2004)
    • CF4 Partner (AR) (1 Dec 2001 to 25 Feb 2003)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 21 Oct 2002)
    • Employed By (since 2 Apr 2019)
  • Clarity Complete Financial Solutions Limited (no longer approved here)

    FRN 455872

    • Employed By (19 Apr 2013 to 8 Dec 2020)
  • Personal Touch Financial Services Limited (no longer approved here)

    FRN 187834

    • CF4 Partner (AR) (21 Aug 2006 to 10 Feb 2011)
  • Coltman Associates (no longer approved here)

    FRN 223035

    • Employed By (25 Feb 2003 to 29 Feb 2004)
  • Coltman Shaw Associates Limited (no longer approved here)

    FRN 220617

    • Employed By (1 Dec 2001 to 25 Feb 2003)

Recent activity

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

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