Where they hold approval

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF4 Partner (AR) (since 4 Jun 2025)
    • Appointed representative dealing with clients for which they require qualification (since 4 Jun 2025)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Jan 2023)
    • CF30 Customer (28 May 2015 to 14 Dec 2016)
    • CF4 Partner (AR) (28 May 2015 to 14 Dec 2016)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 1 Apr 2023)
    • CF4 Partner (AR) (since 20 Nov 2015)
    • CF4 Partner (AR) (11 Nov 2010 to 12 Nov 2010)
    • CF30 Customer (11 Nov 2010 to 12 Nov 2010)
    • (2)Employed By (since 20 Nov 2015)
    • CF4 Partner (AR) (since 28 May 2015)

Recent activity

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

  1. controlled function removed: Employed By at Advance Financial Management

  2. controlled function added: (2)Employed By at Advance Financial Management