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] Manager of certification employee (since 29 Jan 2026)
    • [FCA CF] Client dealing (since 6 May 2025)
    • [FCA CF] Functions requiring qualifications (since 6 May 2025)
  • Family Assurance Friendly Society Limited (no longer approved here)

    FRN 110067

    • [FCA CF] Significant management (6 Oct 2022 to 30 Nov 2024)
  • OneFamily Advice Limited (no longer approved here)

    FRN 783577

    • [FCA CF] Manager of certification employee (9 Dec 2019 to 6 Oct 2022)

Recent activity

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

No changes recorded yet.