Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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- Appointed representative dealing with clients for which they require qualification (1 Mar 2021 to 13 Apr 2026)
- CF1 Director (AR) (14 Jan 2021 to 10 Apr 2026)
- CF30 Customer (14 Jan 2021 to 10 Apr 2026)
- [FCA CF] Manager of certification employee (1 Jul 2020 to 14 Feb 2021)
- [FCA CF] Client dealing (1 Jul 2020 to 14 Feb 2021)
- [FCA CF] Functions requiring qualifications (1 Jul 2020 to 14 Feb 2021)
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- (1)Employed By (14 Jan 2021 to 10 Apr 2026)
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- CF30 Customer (30 Nov 2011 to 9 Sep 2013)
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- CF30 Customer (28 Mar 2010 to 18 Nov 2011)
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- CF30 Customer (25 Aug 2009 to 29 Mar 2010)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at A&G Financial Planning Limited
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controlled function added: (1)Employed By at A&G Financial Planning Limited