Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Best Practice IFA Group Limited
FRN 223112
- 7. Giving personal recommendations on long-term care insurance contracts
- 9A. Advising on P2P agreements
- 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
- 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 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)
- CF1 Director (AR) (since 7 Mar 2025)
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- [FCA CF] Client dealing (since 9 Dec 2019)
- CF30 Customer (since 1 Nov 2007)
- CF1 Director (AR) (18 Sep 2008 to 1 Oct 2009)
- CF7 Sole Trader (AR) (1 Dec 2004 to 31 Jan 2007)
- CF21 Investment Adviser (16 Jul 2003 to 31 Oct 2007)
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Talk Money Limited
FRN 226700
- (2)Employed By (since 7 Mar 2025)
- (3)Employed By (1 Dec 2004 to 1 Oct 2009)
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- Employed By (4 Mar 2015 to 2 Jun 2025)
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- CF21 Investment Adviser (23 Aug 2002 to 12 Aug 2004)
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- (19)Employed By (23 Aug 2002 to 12 Aug 2004)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at Talk Money Limited
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controlled function added: (3)Employed By at Talk Money Limited
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controlled function added: (2)Employed By at Talk Money Limited