Where they hold approval

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

    • 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 22 Jul 2024)
  • Connect IFA Ltd (no longer approved here)

    FRN 441505

    • Appointed representative dealing with clients for which they require qualification (15 Mar 2022 to 15 Jul 2024)
    • CF1 Director (AR) (13 Mar 2022 to 19 Jul 2024)
  • Alexander Financial Management Ltd (no longer approved here)

    FRN 412227

    • (1)Employed By (13 Mar 2022 to 19 Jul 2024)
  • Beneficial Ltd (no longer approved here)

    FRN 736655

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2020 to 17 Aug 2021)

Recent activity

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

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