Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Key Retirement Solutions Limited
FRN 224987
- 21. Advising or arranging (bringing about) equity release transactions
- [FCA CF] Functions requiring qualifications (since 29 Nov 2024)
- Appointed representative dealing with clients for which they require qualification (since 29 Nov 2024)
- Appointed representative dealing with clients for which they require qualification (6 Jan 2020 to 25 Oct 2024)
- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 25 Oct 2024)
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- CF30 Customer (12 Aug 2014 to 16 Feb 2016)
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- Employed By (12 Aug 2014 to 16 Feb 2016)
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- CF30 Customer (3 Mar 2014 to 14 Jul 2014)
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- (15)Employed By (3 Mar 2014 to 14 Jul 2014)
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- Employed By (5 Feb 2014 to 20 Mar 2014)
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- CF30 Customer (14 Feb 2008 to 2 Feb 2011)
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- CF21 Investment Adviser (23 Jan 2006 to 27 Apr 2007)
- CF22 Investment Adviser (Trainee) (18 Aug 2005 to 23 Jan 2006)
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- CF21 Investment Adviser (23 Jan 2006 to 27 Apr 2007)
- CF22 Investment Adviser (Trainee) (18 Aug 2005 to 23 Jan 2006)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at Financial Planning For Professionals Limited
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controlled function added: (15)Employed By at Financial Planning For Professionals Limited