Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

    • 11. Pension transfer specialist
    • 17. Administrative functions in relation to managing investments
    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • 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)
    • CF30 Customer (since 22 Jun 2024)
    • Appointed representative dealing with clients for which they require qualification (since 30 May 2024)
    • (2)Employed By (since 22 Jun 2024)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 2 Nov 2022)
    • [FCA CF] Functions requiring qualifications (since 2 Nov 2022)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2020 to 5 Nov 2021)
  • The Finance Planning Group Limited (no longer approved here)

    FRN 715721

    • Appointed representative dealing with clients for which they require qualification (20 Jul 2021 to 1 Oct 2022)
    • [FCA CF] Functions requiring qualifications (7 Jul 2021 to 20 Jul 2021)
  • JULIAN HARRIS ADVISER NETWORK LIMITED (no longer approved here)

    FRN 304155

    • CF1 Director (AR) (25 May 2017 to 21 May 2018)

Recent activity

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

  1. controlled function removed: Employed By at JLM Network Wealth Limited

  2. controlled function added: (2)Employed By at JLM Network Wealth Limited