Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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My Pension Expert Limited
FRN 579999
- 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
- [FCA CF] Client dealing (since 3 Sep 2025)
- [FCA CF] Functions requiring qualifications (since 3 Sep 2025)
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- [FCA CF] Functions requiring qualifications (2 Oct 2023 to 20 Sep 2024)
- CF30 Customer (7 Jun 2018 to 1 Apr 2019)
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- [FCA CF] Functions requiring qualifications (1 Nov 2021 to 4 Sep 2023)
- [FCA CF] Client dealing (1 Nov 2021 to 4 Sep 2023)
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- CF30 Customer (7 Jul 2020 to 11 Oct 2021)
- Appointed representative dealing with clients for which they require qualification (7 Jul 2020 to 11 Oct 2021)
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- (2)Employed By (7 Jul 2020 to 11 Oct 2021)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.