Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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The On-Line Partnership Limited
FRN 192638
- 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)
- 9A. Advising on P2P agreements
- Appointed representative dealing with clients for which they require qualification (since 15 Oct 2025)
- Director of firm who is not a certification employee or a SMF manager (since 15 Oct 2025)
- CF1 Director (AR) (since 8 Oct 2025)
- CF30 Customer (since 8 Oct 2025)
- Appointed representative dealing with clients for which they require qualification (8 Jun 2022 to 10 Mar 2023)
- CF30 Customer (22 Apr 2022 to 10 Mar 2023)
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Unify Financial Advisers Limited
FRN 1041686
- (1)Employed By (since 8 Oct 2025)
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- [FCA CF] Client dealing (3 Apr 2023 to 30 Jul 2025)
- [FCA CF] Functions requiring qualifications (3 Apr 2023 to 30 Jul 2025)
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- (3)Employed By (22 Apr 2022 to 10 Mar 2023)
Recent activity
Updates to this individual's record on the FCA register.
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