Where they hold approval

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

    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 21 Aug 2023)
    • [FCA CF] Client dealing (21 Aug 2023 to 22 Jul 2024)
  • HL Partnership Limited (no longer approved here)

    FRN 303397

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Aug 2023)
    • CF1 Director (AR) (22 Oct 2016 to 17 Aug 2023)
  • 5 Star Protect Limited (no longer approved here)

    FRN 807994

    • Employed By (10 May 2018 to 17 Aug 2023)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (16 Nov 2015 to 28 Oct 2016)
  • Viisana Ltd (no longer approved here)

    FRN 724822

    • Employed By (16 Nov 2015 to 17 Aug 2023)

Recent activity

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

No changes recorded yet.