Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Fidelius Ltd
FRN 188615
- 21. Advising or arranging (bringing about) equity release transactions
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 7. Giving personal recommendations on long-term care insurance contracts
- [FCA CF] Client dealing (since 2 Nov 2022)
- [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
- CF30 Customer (since 9 May 2017)
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Azets Financial Planning Limited
FRN 526955
- Employed By (since 9 May 2017)
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- CF1 Director (AR) (23 Jan 2013 to 28 Apr 2017)
- CF30 Customer (23 Jan 2013 to 28 Apr 2017)
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- CF1 Director (2 Apr 2012 to 31 Dec 2012)
- CF30 Customer (19 Jul 2011 to 31 Dec 2012)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.