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
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 29 Oct 2016)
    • CF1 Director (AR) (29 Oct 2016 to 14 Sep 2018)
    • (2)Employed By (since 26 Mar 2019)
  • Palmer Wealth Management (no longer approved here)

    FRN 503448

    • (2)Employed By (20 Sep 2018 to 2 Apr 2019)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (2 Jan 2015 to 6 Mar 2016)

Recent activity

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

No changes recorded yet.