Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Consilium Financial Planning Limited
FRN 196475
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 21. Advising or arranging (bringing about) equity release transactions
- [FCA CF] Functions requiring qualifications (since 3 Dec 2020)
- CF30 Customer (1 Sep 2009 to 31 Dec 2012)
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- CF30 Customer (1 Nov 2007 to 31 Aug 2009)
- CF21 Investment Adviser (17 Jan 2003 to 31 Oct 2007)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.