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)
    • [FCA CF] Client dealing (since 25 Nov 2024)
    • [FCA CF] Functions requiring qualifications (since 25 Nov 2024)
  • Integrated Financial Solutions For You Ltd (no longer approved here)

    FRN 215080

    • (1)Employed By (23 Dec 2020 to 22 Nov 2024)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF30 Customer (23 Dec 2020 to 22 Nov 2024)
    • Appointed representative dealing with clients for which they require qualification (14 Dec 2020 to 22 Nov 2024)
  • Mortgage Advice Bureau Limited (no longer approved here)

    FRN 455545

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Nov 2020)

Recent activity

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

No changes recorded yet.