Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

    • (71)Employed By (since 14 Mar 2025)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • CF30 Customer (since 14 Feb 2025)
    • [FCA CF] Client dealing (since 9 Dec 2022)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2022)
  • Taylored Advice Group Limited (no longer approved here)

    FRN 937284

    • Employed By (14 Feb 2025 to 14 Mar 2025)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Dec 2022)
    • CF1 Director (AR) (4 Nov 2011 to 8 Dec 2022)
    • CF30 Customer (4 Nov 2011 to 8 Dec 2022)
  • Belmayne Independent Financial Services LLP (no longer approved here)

    FRN 409714

    • CF30 Customer (3 Feb 2012 to 13 Nov 2012)
  • HL Partnership Limited (no longer approved here)

    FRN 303397

    • CF1 Director (AR) (12 Apr 2010 to 8 Sep 2011)
  • Sheafmoor Life & Pensions Limited (no longer approved here)

    FRN 187484

    • (6)Employed By (15 Aug 1999 to 27 Oct 2005)

Recent activity

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

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