Where they hold approval

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

    • SMF3 Executive Director (since 14 Oct 2024)
    • SMF1 Chief Executive (since 14 Oct 2024)
  • Equity Release Associates Limited (no longer approved here)

    FRN 932793

    • SMF1 Chief Executive (27 Jun 2021 to 21 Jun 2022)
    • Responsibility for MCD Intermediation (26 Feb 2021 to 21 Jun 2022)
    • SMF3 Executive Director (26 Feb 2021 to 21 Jun 2022)
  • Age Partnership Limited (no longer approved here)

    FRN 425432

    • SMF3 Executive Director (9 Dec 2019 to 16 Mar 2021)
    • CF1 Director (28 Feb 2008 to 8 Dec 2019)
  • Age Partnership Wealth Management Limited (no longer approved here)

    FRN 670493

    • SMF3 Executive Director (9 Dec 2019 to 16 Mar 2021)
    • CF1 Director (1 Jul 2015 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.