Where they hold approval

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

    • (1)Employed By (since 21 Jul 2025)
    • (1)Employed By (28 Jan 2013 to 22 Dec 2017)
    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 21 Jul 2025)
    • Appointed representative dealing with clients for which they require qualification (since 21 Jul 2025)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Dec 2023)
    • CF1 Director (AR) (17 Sep 2019 to 13 Dec 2023)
  • Cornerstone Finance Group Ltd (no longer approved here)

    FRN 767202

    • CF1 Director (AR) (4 Jun 2024 to 20 Jun 2025)
    • [FCA CF] Functions requiring qualifications (13 Dec 2023 to 20 Jun 2025)
  • Lighthouse Advisory Services Limited (no longer approved here)

    FRN 195199

    • CF7 Sole Trader (AR) (18 Nov 2004 to 31 Jan 2007)
    • CF21 Investment Adviser (1 Dec 2001 to 1 Oct 2007)
  • Anthony Trueman & Co (no longer approved here)

    FRN 200660

    • Employed By (16 Sep 1999 to 1 Oct 2007)

Recent activity

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

  1. controlled function removed: Employed By at Anthony Trueman and Co Limited

  2. controlled function added: (1)Employed By at Anthony Trueman and Co Limited