Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
-
Rosemount Financial Solutions (IFA) Limited
FRN 535515
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- CF1 Director (AR) (since 14 Jan 2026)
- [FCA CF] Functions requiring qualifications (since 1 Dec 2025)
-
Portfolio Finance Ltd
FRN 1048084
- (1)Employed By (since 14 Jan 2026)
-
- Appointed representative dealing with clients for which they require qualification (10 Sep 2024 to 30 Nov 2025)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.