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
    • 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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 8. Giving personal recommendations on investments in the course of corporate finance business
    • [FCA CF] Client dealing (since 5 Mar 2026)
    • [FCA CF] Functions requiring qualifications (since 15 Dec 2025)
    • Responsible for Insurance Distribution (since 12 Apr 2024)
    • SMF16 Compliance Oversight (since 12 Apr 2024)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 12 Apr 2024)
    • SMF3 Executive Director (since 12 Apr 2024)
    • 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)
    • [FCA CF] Functions requiring qualifications (since 14 Aug 2025)
    • [FCA CF] Client dealing (since 14 Aug 2025)
    • SMF16 Compliance Oversight (since 12 Apr 2024)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 12 Apr 2024)
    • SMF3 Executive Director (since 12 Apr 2024)
    • SMF3 Executive Director (since 12 Apr 2024)
    • SMF16 Compliance Oversight (since 12 Apr 2024)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 12 Apr 2024)

Recent activity

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

No changes recorded yet.