Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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New Leaf Distribution Limited
FRN 460421
- 21. Advising or arranging (bringing about) equity release transactions
- 4. Giving personal recommendations on retail investment products which are not broker funds
- Appointed representative dealing with clients for which they require qualification (since 2 Jul 2020)
- CF1 Director (AR) (since 2 Jul 2020)
- [FCA CF] Client dealing (since 2 Jul 2020)
- CF30 Customer (since 2 Jul 2020)
- CF30 Customer (6 May 2014 to 26 May 2017)
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Financially Fit Planning Ltd
FRN 918390
- (1)Employed By (since 2 Jul 2020)
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- (2)Employed By (11 Aug 2020 to 28 Jan 2021)
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- CF30 Customer (20 Apr 2017 to 8 Dec 2019)
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- CF30 Customer (30 Jan 2013 to 18 Jun 2014)
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- CF30 Customer (13 Oct 2008 to 29 Jul 2011)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.