Where they hold approval

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

    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Client dealing (since 1 Mar 2020)
    • Appointed representative dealing with clients for which they require qualification (since 1 Mar 2020)
    • Responsible for Insurance Mediation (14 Jan 2005 to 31 Dec 2014)
    • CF4 Partner (31 Oct 2004 to 31 Dec 2014)
    • CF8 Apportionment and Oversight (31 Oct 2004 to 31 Mar 2009)

Recent activity

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

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