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
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 3 Nov 2023)
    • SMF1 (AR) Chief Executive function (16 Feb 2024 to 12 Jul 2024)
    • (1)Employed By (since 16 Feb 2024)
  • THE LITTLE MORTGAGE BUSINESS LTD (no longer approved here)

    FRN 950070

    • [FCA CF] Functions requiring qualifications (20 Mar 2023 to 1 Dec 2023)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (10 Oct 2022 to 18 Jan 2023)
  • HL Partnership Limited (no longer approved here)

    FRN 303397

    • Appointed representative dealing with clients for which they require qualification (13 Aug 2021 to 30 Sep 2022)

Recent activity

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

No changes recorded yet.