Where they hold approval

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

    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 28 Mar 2023)
    • Appointed representative dealing with clients for which they require qualification (since 4 Jan 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Nov 2021)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF21 Investment Adviser (1 Dec 2001 to 7 Aug 2002)

Recent activity

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

No changes recorded yet.