Where they hold approval

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

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 1 Nov 2025)
    • [FCA CF] Functions requiring qualifications (since 1 Nov 2025)
  • TAVISTOCK PARTNERS (UK) LTD (no longer approved here)

    FRN 230342

    • [FCA CF] Client dealing (7 Feb 2025 to 13 Mar 2026)
    • [FCA CF] Functions requiring qualifications (7 Feb 2025 to 13 Mar 2026)
  • Lyncombe Consultants Limited (no longer approved here)

    FRN 618025

    • [FCA CF] Client dealing (6 Oct 2023 to 31 Jan 2025)
    • CF30 Customer (4 Oct 2023 to 31 Jan 2025)
    • Appointed representative dealing with clients for which they require qualification (19 Sep 2023 to 31 Jan 2025)
  • Taylored Advice Group Limited (no longer approved here)

    FRN 937284

    • (8)Employed By (4 Oct 2023 to 31 Jan 2025)
  • White Rose Finance Group Limited (no longer approved here)

    FRN 630772

    • CF1 Director (AR) (4 Apr 2022 to 18 May 2023)
    • Appointed representative dealing with clients for which they require qualification (1 Apr 2021 to 18 May 2023)
  • Michaels Financial Ltd (no longer approved here)

    FRN 973179

    • (1)Employed By (4 Apr 2022 to 18 May 2023)
  • Mortgage Advice Bureau Limited (no longer approved here)

    FRN 455545

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Apr 2021)

Recent activity

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

  1. controlled function removed: Employed By at Taylored Advice Group Limited

  2. controlled function added: (8)Employed By at Taylored Advice Group Limited