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
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 1 Sep 2023)
  • HFMC Wealth Partners LLP (no longer approved here)

    FRN 427640

    • [FCA CF] Functions requiring qualifications (1 Sep 2023 to 7 Apr 2025)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 27 May 2022)
    • CF1 Director (AR) (20 Apr 2017 to 27 May 2022)
  • Blueprint Financial Services Ltd (no longer approved here)

    FRN 227242

    • Employed By (26 Jan 2010 to 11 Nov 2011)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF30 Customer (26 Jan 2010 to 11 Nov 2011)

Recent activity

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

No changes recorded yet.