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
    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 27 Jun 2022)
    • CF1 Director (AR) (since 16 May 2022)
    • (2)Employed By (since 7 Feb 2013)
  • Connect IFA Ltd (no longer approved here)

    FRN 441505

    • CF1 Director (AR) (1 May 2024 to 17 Mar 2025)
  • Vision Independent Financial Planning Ltd (no longer approved here)

    FRN 487395

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Jul 2022)
    • CF1 Director (AR) (7 Feb 2013 to 8 Jul 2022)

Recent activity

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

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