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
    • 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 4 Jun 2025)
    • 21. Advising or arranging (bringing about) equity release transactions
    • 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 9 Dec 2019)
  • Clydesdale Bank Plc (no longer approved here)

    FRN 121873

    • CF21 Investment Adviser (13 Nov 2006 to 22 Feb 2007)
    • CF22 Investment Adviser (Trainee) (6 Apr 2006 to 13 Nov 2006)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF21 Investment Adviser (23 Sep 2005 to 13 Jan 2006)
    • CF22 Investment Adviser (Trainee) (3 Nov 2004 to 23 Sep 2005)

Recent activity

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

No changes recorded yet.