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
    • Appointed representative dealing with clients for which they require qualification (since 1 Sep 2020)
  • Elevate Portfolio Services Limited (no longer approved here)

    FRN 144849

    • CF21 Investment Adviser (1 Dec 2001 to 31 Dec 2001)
    • CF24 Pension Transfer Specialist (1 Dec 2001 to 31 Dec 2001)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF21 Investment Adviser (1 Dec 2001 to 31 Dec 2001)
    • CF24 Pension Transfer Specialist (1 Dec 2001 to 31 Dec 2001)

Recent activity

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

No changes recorded yet.