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
    • [FCA CF] Functions requiring qualifications (since 2 Feb 2026)
  • Responsible Life Limited (no longer approved here)

    FRN 610205

    • [FCA CF] Functions requiring qualifications (21 Jun 2021 to 22 Dec 2025)
  • Key Retirement Solutions Limited (no longer approved here)

    FRN 224987

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 28 Apr 2021)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF21 Investment Adviser (1 Apr 2003 to 28 Jul 2004)
    • CF22 Investment Adviser (Trainee) (15 Jul 2002 to 1 Apr 2003)

Recent activity

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

No changes recorded yet.