Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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The Finance Planning Group Limited
FRN 715721
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- [FCA CF] Functions requiring qualifications (since 1 May 2025)
- [FCA CF] Manager of certification employee (since 20 Feb 2024)
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- CF1 Director (AR) (11 Jul 2017 to 31 Aug 2023)
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- Employed By (11 Jul 2017 to 31 Aug 2023)
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- CF21 Investment Adviser (1 Dec 2001 to 29 Oct 2007)
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- CF21 Investment Adviser (1 Dec 2001 to 29 Oct 2007)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.