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
    • [FCA CF] Functions requiring qualifications (since 4 Mar 2021)
    • SMF3 Executive Director (since 10 Sep 2020)
    • Responsible for Insurance Distribution (since 10 Sep 2020)
    • Responsibility for MCD Intermediation (since 10 Sep 2020)
    • SMF16 Compliance Oversight (since 10 Sep 2020)
  • Beneficial Ltd (no longer approved here)

    FRN 736655

    • CF1 Director (AR) (18 Dec 2019 to 2 Sep 2020)

Recent activity

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

No changes recorded yet.