Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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- CF30 Customer (24 Feb 2021 to 31 Mar 2023)
- Appointed representative dealing with clients for which they require qualification (30 Dec 2020 to 31 Mar 2023)
- [FCA CF] Client dealing (30 Dec 2020 to 31 Mar 2023)
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- (4)Employed By (24 Feb 2021 to 31 Mar 2023)
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- CF30 Customer (14 Aug 2013 to 30 Dec 2020)
- CF1 Director (AR) (14 Aug 2013 to 21 Apr 2016)
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- CF1 Director (AR) (17 Jan 2013 to 12 Sep 2013)
- CF30 Customer (10 Jan 2013 to 12 Sep 2013)
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- (17)Employed By (10 Jan 2013 to 30 Dec 2020)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at Taylored Advice Group Limited
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controlled function added: (4)Employed By at Taylored Advice Group Limited