Last updated
2 weeks ago
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Where they hold approval

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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • Appointed representative dealing with clients for which they require qualification (since 16 Apr 2020)
    • CF1 Director (AR) (since 8 Apr 2020)
    • CF30 Customer (since 8 Apr 2020)
    • [FCA CF] Client dealing (20 Dec 2019 to 3 Jul 2023)
  • A2 Advice Ltd

    FRN 922124

    • (2)Employed By (since 8 Apr 2020)
  • Lifetime Financial Management Intermediaries Ltd (no longer approved here)

    FRN 225795

    • CF30 Customer (9 Jan 2012 to 7 Jun 2013)

Recent activity

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

No changes recorded yet.