Where they hold approval

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

    • (3)Employed By (since 18 Aug 2025)
    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 19 Sep 2024)
    • Appointed representative dealing with clients for which they require qualification (since 19 Sep 2024)
    • CF30 Customer (since 23 Aug 2024)
  • The Mortgage Mum Wealth Limited (no longer approved here)

    FRN 1017446

    • Employed By (23 Aug 2024 to 18 Aug 2025)
  • MORTGAGE INTELLIGENCE LIMITED (no longer approved here)

    FRN 305330

    • Appointed representative dealing with clients for which they require qualification (2 Mar 2022 to 15 Aug 2025)
  • Countrywide Principal Services Limited (no longer approved here)

    FRN 301684

    • [FCA CF] Functions requiring qualifications (20 Oct 2020 to 1 Mar 2022)

Recent activity

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

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