Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Winstree Financial Services Ltd
FRN 810624
- 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- [FCA CF] Client dealing (since 1 Oct 2025)
- [FCA CF] Functions requiring qualifications (since 1 Oct 2025)
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- Appointed representative dealing with clients for which they require qualification (17 Jul 2024 to 1 May 2025)
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- Appointed representative dealing with clients for which they require qualification (1 Sep 2021 to 24 Jun 2024)
Recent activity
Updates to this individual's record on the FCA register.
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