Where they hold approval

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

  • Phoenix Wealth Services Limited (no longer approved here)

    FRN 465753

    • [FCA CF] Significant management (1 Sep 2022 to 24 Nov 2022)
    • [FCA CF] Manager of certification employee (1 Sep 2022 to 24 Nov 2022)
    • SMF24 Chief Operations (26 Mar 2020 to 1 Sep 2022)
  • ReAssure Life Limited (no longer approved here)

    FRN 110462

    • SMF24 Chief Operations (9 Aug 2022 to 24 Nov 2022)
  • ReAssure Limited (no longer approved here)

    FRN 110495

    • SMF24 Chief Operations (9 Aug 2022 to 24 Nov 2022)
  • Standard Life Lifetime Mortgages Limited (no longer approved here)

    FRN 310206

    • SMF24 Chief Operations (26 Mar 2020 to 24 Nov 2022)
  • Phoenix Group Management Services Limited (no longer approved here)

    FRN 415029

    • SMF9 Chair of the Governing Body (26 Mar 2020 to 31 Dec 2022)
    • SMF24 Chief Operations (9 Dec 2019 to 24 Nov 2022)
    • SMF3 Executive Director (9 Dec 2019 to 31 Dec 2022)
    • Responsible for Insurance Distribution (1 Oct 2018 to 31 Dec 2022)
    • Responsible for Insurance Mediation (19 Oct 2009 to 30 Sep 2018)
    • CF3 Chief Executive (25 Jun 2009 to 8 Dec 2019)
    • CF1 Director (1 May 2008 to 8 Dec 2019)
  • Pearl Group Services Limited (no longer approved here)

    FRN 571858

    • SMF9 Chair of the Governing Body (26 Mar 2020 to 31 Dec 2022)
    • SMF24 Chief Operations (9 Dec 2019 to 24 Nov 2022)
    • SMF3 Executive Director (9 Dec 2019 to 31 Dec 2022)
    • Responsible for Insurance Distribution (1 Oct 2018 to 31 Dec 2022)
    • CF1 Director (4 Dec 2012 to 8 Dec 2019)
    • CF3 Chief Executive (4 Dec 2012 to 8 Dec 2019)
    • Responsible for Insurance Mediation (4 Dec 2012 to 30 Sep 2018)
  • STANDARD LIFE FUND MANAGERS LIMITED (no longer approved here)

    FRN 651226

    • SMF24 Chief Operations (26 Mar 2020 to 24 Nov 2022)
  • Phoenix Life Limited (no longer approved here)

    FRN 110418

    • SMF24 Chief Operations (27 Sep 2019 to 24 Nov 2022)
    • CF29 Significant management (6 Oct 2008 to 1 Apr 2018)
  • Standard Life Assurance Limited (no longer approved here)

    FRN 439567

    • SMF24 Chief Operations (27 Sep 2019 to 24 Nov 2022)
  • DILIGENTA LIMITED (no longer approved here)

    FRN 438831

    • CF2 Non Executive Director (2 Sep 2010 to 12 Oct 2011)

Recent activity

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

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