Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Heritable Limited
FRN 302275
- 21. Advising or arranging (bringing about) equity release transactions
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- 7. Giving personal recommendations on long-term care insurance contracts
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 4. Giving personal recommendations on retail investment products which are not broker funds
- [FCA CF] Functions requiring qualifications (since 23 Dec 2020)
- [FCA CF] Client dealing (since 23 Dec 2020)
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- [FCA CF] Functions requiring qualifications (22 Apr 2021 to 10 Nov 2023)
- [FCA CF] Client dealing (22 Apr 2021 to 10 Nov 2023)
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- [FCA CF] Client dealing (23 Dec 2020 to 31 Mar 2021)
- [FCA CF] Functions requiring qualifications (23 Dec 2020 to 31 Mar 2021)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.