Where they hold approval

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

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 25 Apr 2025)
    • CF30 Customer (since 25 Apr 2025)
    • (188)Employed By (since 25 Apr 2025)
  • Trusted Mortgage Advice Ltd (no longer approved here)

    FRN 801545

    • [FCA CF] Functions requiring qualifications (29 Nov 2022 to 4 Jun 2024)
  • Advance Mortgage Funding Limited (no longer approved here)

    FRN 305008

    • Appointed representative dealing with clients for which they require qualification (31 Jul 2020 to 30 Nov 2022)

Recent activity

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

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