Where they hold approval

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

    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 27 Jan 2026)
  • Equity Release Associates Limited (no longer approved here)

    FRN 932793

    • [FCA CF] Functions requiring qualifications (28 Oct 2024 to 16 Jan 2026)
  • Age Partnership Limited (no longer approved here)

    FRN 425432

    • [FCA CF] Functions requiring qualifications (6 Mar 2024 to 22 Oct 2024)
  • Key Retirement Solutions Limited (no longer approved here)

    FRN 224987

    • CF30 Customer (1 Nov 2007 to 18 Dec 2009)
    • CF21 Investment Adviser (17 Jan 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (18 Jan 2005 to 17 Jan 2006)
  • Liverpool Victoria Financial Advice Services Limited (no longer approved here)

    FRN 186890

    • CF21 Investment Adviser (8 Jan 2002 to 17 Dec 2004)

Recent activity

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

No changes recorded yet.