Last updated
3 weeks ago
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Where they hold approval

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

    • 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
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 16 Dec 2010)
    • CF30 Customer (since 1 Nov 2007)
    • CF21 Investment Adviser (30 May 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (25 Jan 2006 to 30 May 2006)
    • Employed By (since 25 Jan 2006)
    • Employed By (3 Oct 2002 to 1 Sep 2004)
  • The Whitechurch Network Limited (no longer approved here)

    FRN 190859

    • CF22 Investment Adviser (Trainee) (3 Oct 2002 to 1 Sep 2004)

Recent activity

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

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