Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Key Retirement Solutions Limited
FRN 224987
- 21. Advising or arranging (bringing about) equity release transactions
- Appointed representative dealing with clients for which they require qualification (since 18 Oct 2021)
- [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
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- CF30 Customer (1 Nov 2007 to 28 Feb 2012)
- CF21 Investment Adviser (17 Sep 2007 to 31 Oct 2007)
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- CF22 Investment Adviser (Trainee) (12 May 2006 to 9 Jun 2006)
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- Employed By (12 May 2006 to 9 Jun 2006)
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- Employed By (14 Mar 2005 to 28 Apr 2006)
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- CF21 Investment Adviser (22 Jun 2004 to 18 Mar 2005)
- CF22 Investment Adviser (Trainee) (31 Oct 2003 to 22 Jun 2004)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.