Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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My Pension Expert Limited
FRN 579999
- 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
- [FCA CF] Functions requiring qualifications (since 11 Mar 2026)
- [FCA CF] Client dealing (since 11 Mar 2026)
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GROVE PENSION SOLUTIONS LTD
FRN 465051
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 11. Pension transfer specialist
- [FCA CF] Client dealing (since 1 Jan 2023)
- [FCA CF] Manager of certification employee (since 9 Dec 2019)
- [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
- CF30 Customer (3 Jan 2017 to 8 Dec 2019)
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- (1)Employed By (15 Jan 2024 to 6 Mar 2026)
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- CF22 Investment Adviser (Trainee) (6 Sep 2007 to 29 Oct 2007)
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- CF22 Investment Adviser (Trainee) (6 Sep 2007 to 29 Oct 2007)
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- CF21 Investment Adviser (29 Nov 2006 to 3 Sep 2007)
- CF22 Investment Adviser (Trainee) (6 May 2005 to 29 Nov 2006)
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- CF22 Investment Adviser (Trainee) (17 Feb 2004 to 31 Jan 2005)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.