Where they hold approval

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • CF30 Customer (since 30 Nov 2022)
    • CF1 Director (AR) (since 7 Oct 2022)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • IQ&Co Limited

    FRN 789823

    • (1)Employed By (since 7 Oct 2022)
  • Nationwide Building Society (no longer approved here)

    FRN 106078

    • CF21 Investment Adviser (1 Dec 2001 to 30 Sep 2003)

Recent activity

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

No changes recorded yet.