Where they hold approval

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

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 19 Aug 2019)
    • CF30 Customer (since 13 Sep 2012)
    • CF1 Director (AR) (since 19 Aug 2019)
    • (3)Employed By (since 19 Aug 2019)
  • Blueprint Financial Solutions Ltd (no longer approved here)

    FRN 409853

    • Employed By (13 Sep 2012 to 19 Nov 2021)
  • County Financial (no longer approved here)

    FRN 192927

    • Employed By (1 Dec 2001 to 30 Dec 2003)

Recent activity

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

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