Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Openwork Limited
FRN 408285
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 7. Giving personal recommendations on long-term care insurance contracts
- Appointed representative dealing with clients for which they require qualification (since 11 Dec 2019)
- CF30 Customer (since 4 Oct 2019)
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Collective Financial Planning Limited
FRN 576147
- Employed By (since 4 Oct 2019)
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- CF30 Customer (9 Sep 2015 to 18 Aug 2017)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.