Where they hold approval

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Client dealing (since 14 Jan 2026)
    • [FCA CF] Functions requiring qualifications (since 14 Jan 2026)
  • PIVOTAL FINANCIAL LIMITED (no longer approved here)

    FRN 665649

    • [FCA CF] Functions requiring qualifications (14 Mar 2025 to 27 Nov 2025)
  • The Finance Planning Group Limited (no longer approved here)

    FRN 715721

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Feb 2025)

Recent activity

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

No changes recorded yet.