Where they hold approval

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

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 14 Jul 2025)
    • [FCA CF] Client dealing (since 14 Jul 2025)
  • The On-Line Partnership Limited (no longer approved here)

    FRN 192638

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Jul 2025)
    • CF30 Customer (10 May 2019 to 24 Jul 2025)
  • Bolton James Ltd (no longer approved here)

    FRN 763914

    • Employed By (10 May 2019 to 24 Jul 2025)
  • Best Practice IFA Group Limited (no longer approved here)

    FRN 223112

    • CF30 Customer (5 Jul 2017 to 29 Mar 2019)
  • Bishops Financial Planning Limited (no longer approved here)

    FRN 719424

    • Employed By (5 Jul 2017 to 29 Mar 2019)

Recent activity

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

No changes recorded yet.