Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Craven Street Financial Planning Limited
FRN 135202
- 21. Advising or arranging (bringing about) equity release transactions
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 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 11 Jul 2024)
- CF30 Customer (since 11 Jul 2024)
- [FCA CF] Functions requiring qualifications (since 27 Nov 2023)
- [FCA CF] Client dealing (since 27 Nov 2023)
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- (2)Employed By (since 11 Jul 2024)
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- CF30 Customer (1 Nov 2007 to 31 Dec 2012)
- CF21 Investment Adviser (8 Jul 2005 to 31 Oct 2007)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at KRESTON REEVES FINANCIAL PLANNING SERVICES LIMITED
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controlled function added: (2)Employed By at KRESTON REEVES FINANCIAL PLANNING SERVICES LIMITED