Where they hold approval

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 19 Nov 2020)
    • Responsible for Insurance Distribution (23 Sep 2020 to 19 Jun 2023)
    • SMF27 Partner (9 Dec 2019 to 19 Jun 2023)
    • Responsibility for MCD Intermediation (21 Mar 2016 to 19 Jun 2023)
    • CF4 Partner (19 Jan 2009 to 8 Dec 2019)
  • Stonebridge Mortgage Solutions Ltd (no longer approved here)

    FRN 454811

    • Appointed representative dealing with clients for which they require qualification (16 Jan 2025 to 2 Apr 2026)
  • Advance Mortgage Funding Limited (no longer approved here)

    FRN 305008

    • Appointed representative dealing with clients for which they require qualification (5 Oct 2023 to 23 Jan 2025)
  • Royal London Mutual Insurance Society, Limited (THE) (no longer approved here)

    FRN 117672

    • CF21 Investment Adviser (1 Dec 2001 to 20 Jun 2002)
  • Royal London Savings Limited (no longer approved here)

    FRN 191237

    • CF21 Investment Adviser (1 Dec 2001 to 20 Jun 2002)

Recent activity

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

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