Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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The On-Line Partnership Limited
FRN 192638
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- 9A. Advising on P2P agreements
- 4. Giving personal recommendations on retail investment products which are not broker funds
- Director of firm who is not a certification employee or a SMF manager (since 26 Jun 2024)
- Appointed representative dealing with clients for which they require qualification (since 26 Jun 2024)
- CF1 Director (AR) (since 28 May 2024)
- CF30 Customer (since 28 May 2024)
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Longwood Financial Planning Limited
FRN 736323
- (1)Employed By (since 28 May 2024)
- (1)Employed By (1 Apr 2016 to 31 May 2016)
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- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Mar 2024)
- CF30 Customer (19 Aug 2016 to 31 Mar 2024)
- CF1 Director (AR) (19 Aug 2016 to 31 Mar 2024)
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- CF1 Director (AR) (1 Apr 2016 to 31 May 2016)
- CF30 Customer (1 Apr 2016 to 31 May 2016)
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- CF30 Customer (1 Nov 2007 to 22 Mar 2013)
- CF24 Pension Transfer Specialist (4 Jul 2007 to 31 Oct 2007)
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- CF30 Customer (1 Nov 2007 to 14 Dec 2010)
- CF24 Pension Transfer Specialist (4 Dec 2006 to 31 Oct 2007)
- CF22 Investment Adviser (Trainee) (4 Dec 2006 to 31 Oct 2007)
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- CF21 Investment Adviser (21 Apr 2004 to 31 Dec 2006)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at Longwood Financial Planning Limited
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controlled function added: (1)Employed By at Longwood Financial Planning Limited