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 May 2018)
    • CF30 Customer (since 23 Mar 2015)
    • (2)Employed By (since 17 Mar 2015)
  • Origen Financial Services Limited (no longer approved here)

    FRN 192666

    • CF30 Customer (30 Jan 2009 to 14 Jan 2013)

Recent activity

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

No changes recorded yet.