Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Willow Financial Planning Limited
FRN 577482
- 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- [FCA CF] Functions requiring qualifications (since 5 Aug 2022)
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- Appointed representative dealing with clients for which they require qualification (16 Jun 2022 to 7 Nov 2022)
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- (3)Employed By (1 Oct 1998 to 9 Nov 2012)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.