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
    • [FCA CF] Client dealing (since 16 May 2025)
    • Appointed representative dealing with clients for which they require qualification (since 16 May 2025)
  • Alder Rose Mortgage Services Limited (no longer approved here)

    FRN 923776

    • Appointed representative dealing with clients for which they require qualification (4 Nov 2024 to 24 Apr 2025)
  • PIVOTAL FINANCIAL LIMITED (no longer approved here)

    FRN 665649

    • [FCA CF] Functions requiring qualifications (15 Jan 2024 to 18 Dec 2024)
    • Appointed representative dealing with clients for which they require qualification (9 Jul 2021 to 15 Jan 2024)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (30 Nov 2020 to 21 Jun 2021)

Recent activity

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

No changes recorded yet.