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.

    • 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 2 Apr 2024)
  • Mortgage Advice Bureau Limited (no longer approved here)

    FRN 455545

    • Appointed representative dealing with clients for which they require qualification (2 Apr 2024 to 6 Nov 2024)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Apr 2024)
  • TAVISTOCK PARTNERS (UK) LTD (no longer approved here)

    FRN 230342

    • CF30 Customer (19 Jul 2010 to 28 Dec 2012)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (19 Nov 2008 to 5 Jun 2010)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF30 Customer (1 Nov 2007 to 30 Sep 2008)
    • CF22 Investment Adviser (Trainee) (26 Jan 2007 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.