Where they hold approval

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

    • (2)Employed By (since 4 Jan 2023)
    • 21. Advising or arranging (bringing about) equity release transactions
    • 9A. Advising on P2P agreements
    • 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
    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (since 12 Dec 2014)
  • The On-Line Partnership Limited (no longer approved here)

    FRN 192638

    • CF30 Customer (25 Apr 2013 to 27 Aug 2014)
  • Census Financial Planning (NI) Ltd (no longer approved here)

    FRN 200043

    • Employed By (6 Sep 2012 to 7 May 2013)
  • S Hill & Co Investment Advisers Limited (no longer approved here)

    FRN 186240

    • (16)Employed By (15 Feb 2006 to 22 Jun 2009)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF21 Investment Adviser (1 Dec 2001 to 1 May 2002)

Recent activity

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

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