Where they hold approval

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

    • Employed By (since 19 Dec 2022)
    • 11. Pension transfer specialist
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 22 Oct 2019)
    • CF4 Partner (AR) (22 Oct 2019 to 27 Mar 2023)
  • Chapel Wealth Management LLP (no longer approved here)

    FRN 200313

    • Employed By (9 Oct 2000 to 1 Jul 2010)

Recent activity

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

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