Where they hold approval

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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • Appointed representative dealing with clients for which they require qualification (since 24 Jul 2025)
    • CF30 Customer (since 23 Jul 2025)
    • CF4 Partner (AR) (since 23 Jul 2025)
    • [FCA CF] Client dealing (since 27 Jun 2025)
    • [FCA CF] Functions requiring qualifications (27 Jun 2025 to 19 Aug 2025)
    • Employed By (since 23 Jul 2025)
  • Milsted Langdon Financial Services Limited (no longer approved here)

    FRN 126457

    • SMF17 Money Laundering Reporting Officer (MLRO) (3 Apr 2024 to 8 Jul 2025)
    • Responsible for Insurance Distribution (3 Apr 2024 to 8 Jul 2025)
    • SMF3 Executive Director (13 Sep 2023 to 8 Jul 2025)
    • CF1 Director (AR) (30 Mar 2017 to 8 Jul 2025)
    • CF30 Customer (13 May 2009 to 29 May 2009)
  • Financial Planning For Professionals Limited (no longer approved here)

    FRN 523366

    • (35)Employed By (26 May 2010 to 8 Jul 2025)
  • Consular Financial Planning Limited (no longer approved here)

    FRN 521007

    • Employed By (16 Apr 2010 to 8 Jul 2025)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (1 Oct 2008 to 29 Oct 2009)

Recent activity

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

  1. controlled function removed: Employed By at Financial Planning For Professionals Limited

  2. controlled function added: (35)Employed By at Financial Planning For Professionals Limited