Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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HL Partnership Limited
FRN 303397
- 21. Advising or arranging (bringing about) equity release transactions
- Appointed representative dealing with clients for which they require qualification (since 10 Nov 2025)
- CF1 Director (AR) (since 9 Oct 2025)
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Oakwood Legacy Planning Ltd
FRN 1043284
- (1)Employed By (since 9 Oct 2025)
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- Appointed representative dealing with clients for which they require qualification (30 Apr 2025 to 9 May 2025)
- [FCA CF] Functions requiring qualifications (30 Apr 2025 to 9 May 2025)
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- Appointed representative dealing with clients for which they require qualification (15 Aug 2024 to 14 Feb 2025)
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- [FCA CF] Client dealing (20 Mar 2023 to 17 Oct 2023)
- [FCA CF] Functions requiring qualifications (20 Feb 2023 to 17 Oct 2023)
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- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 15 Jan 2021)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.