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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 13 Jan 2016)
    • (3)Employed By (since 22 Feb 2018)
  • Bevan Charles Limited (no longer approved here)

    FRN 731257

    • Employed By (13 Jan 2016 to 27 Mar 2020)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (31 Mar 2009 to 19 Aug 2011)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (6 Nov 2007 to 15 Mar 2009)
  • Suzanne Campbell (no longer approved here)

    FRN 474705

    • Employed By (6 Nov 2007 to 15 Mar 2009)

Recent activity

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

No changes recorded yet.