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
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Manager of certification employee (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsibility for MCD Intermediation (since 3 Apr 2018)
    • Responsible for Insurance Mediation (3 Apr 2018 to 30 Sep 2018)
    • CF1 Director (3 Apr 2018 to 8 Dec 2019)
    • CF30 Customer (3 Apr 2018 to 8 Dec 2019)
  • New Leaf Distribution Limited (no longer approved here)

    FRN 460421

    • CF30 Customer (6 May 2014 to 9 May 2018)
    • CF1 Director (AR) (6 Jan 2012 to 24 Jul 2014)
  • AM Mortgage & Financial Services Ltd (no longer approved here)

    FRN 223708

    • (6)Employed By (6 Jan 2012 to 8 Dec 2019)
  • The On-Line Partnership Limited (no longer approved here)

    FRN 192638

    • CF30 Customer (28 Oct 2011 to 18 Jun 2014)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF1 Director (AR) (2 Apr 2008 to 9 May 2011)
    • CF30 Customer (2 Apr 2008 to 7 Nov 2011)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (2 Apr 2008 to 9 May 2011)
  • Angela Melanpohy U541 (no longer approved here)

    FRN 179871

    • Employed By (16 Feb 2000 to 22 Dec 2003)

Recent activity

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

No changes recorded yet.