Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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MPA Financial Management Limited
FRN 434931
- 21. Advising or arranging (bringing about) equity release transactions
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- [FCA CF] Client dealing (since 29 Feb 2024)
- [FCA CF] Functions requiring qualifications (since 29 Feb 2024)
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- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Apr 2023)
- [FCA CF] Client dealing (9 Dec 2019 to 24 Apr 2023)
- CF30 Customer (10 Jul 2015 to 24 Apr 2023)
- CF1 Director (AR) (10 Jul 2015 to 24 Apr 2023)
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- Employed By (10 Jul 2015 to 24 Apr 2023)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.