Where they hold approval

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

    • 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
    • CF1 Director (AR) (since 20 Nov 2025)
    • CF30 Customer (since 17 Nov 2025)
    • Appointed representative dealing with clients for which they require qualification (since 6 Oct 2025)
    • (1)Employed By (since 17 Nov 2025)
  • AFH Independent Financial Services Limited (no longer approved here)

    FRN 216704

    • [FCA CF] Functions requiring qualifications (21 Feb 2023 to 21 Jun 2025)

Recent activity

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

  1. controlled function removed: Employed By at Align Financial Planning Ltd

  2. controlled function added: (1)Employed By at Align Financial Planning Ltd