Where they hold approval

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

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 17 Aug 2020)
  • Four Oaks Financial Services Limited (no longer approved here)

    FRN 616095

    • (11)Employed By (20 Apr 2020 to 27 Jul 2020)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (29 Jul 2015 to 27 Jul 2020)
  • B M C Financial Services (no longer approved here)

    FRN 200120

    • Employed By (18 Feb 2013 to 27 Jul 2020)

Recent activity

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

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