Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Key Retirement Solutions Limited (no longer approved here)

    FRN 224987

    • Appointed representative dealing with clients for which they require qualification (28 Mar 2023 to 11 May 2023)
    • [FCA CF] Functions requiring qualifications (26 Oct 2022 to 11 May 2023)
  • Connells Limited (no longer approved here)

    FRN 302221

    • [FCA CF] Functions requiring qualifications (19 May 2022 to 24 Jun 2022)
  • Personal Touch Financial Services Limited (no longer approved here)

    FRN 187834

    • Appointed representative dealing with clients for which they require qualification (9 Mar 2021 to 8 Dec 2021)
    • CF1 Director (AR) (9 Mar 2021 to 8 Dec 2021)
  • Mortgages Norfolk Limited (no longer approved here)

    FRN 943983

    • (1)Employed By (9 Mar 2021 to 8 Dec 2021)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • Appointed representative dealing with clients for which they require qualification (22 Sep 2020 to 9 Dec 2020)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 14 Aug 2009)
    • CF22 Investment Adviser (Trainee) (19 Mar 2007 to 31 Oct 2007)

Recent activity

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

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