Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Stonebridge Mortgage Solutions Ltd
FRN 454811
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 21. Advising or arranging (bringing about) equity release transactions
- Appointed representative dealing with clients for which they require qualification (since 28 Jun 2022)
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Vision Independent Financial Planning Ltd
FRN 487395
- 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 12 Mar 2015)
- CF30 Customer (since 7 Aug 2012)
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HORIZON IFP LTD
FRN 675251
- (1)Employed By (since 5 Mar 2015)
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- CF30 Customer (1 Mar 2009 to 31 Jul 2012)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.