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
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 21. Advising or arranging (bringing about) equity release transactions
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 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
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF30 Customer (since 16 Jan 2012)
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In Partnership Financial Advisers Limited
FRN 744728
- (7)Employed By (since 13 May 2016)
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- (5)Employed By (21 Jan 2014 to 2 Jan 2018)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.