Where they hold approval

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 30 Jun 2022)
  • Vision Independent Financial Planning Ltd (no longer approved here)

    FRN 487395

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Jul 2022)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF21 Investment Adviser (15 Mar 2002 to 20 Aug 2003)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 15 Mar 2002)

Recent activity

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

No changes recorded yet.