Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Veracity Financial Planning Ltd
FRN 961278
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 21. Advising or arranging (bringing about) equity release transactions
- 7. Giving personal recommendations on long-term care insurance contracts
- [FCA CF] Client dealing (since 21 Oct 2024)
- [FCA CF] Functions requiring qualifications (since 21 Oct 2024)
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- [FCA CF] Functions requiring qualifications (12 Sep 2023 to 16 Oct 2024)
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- Appointed representative dealing with clients for which they require qualification (18 Aug 2023 to 11 Sep 2023)
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- [FCA CF] Functions requiring qualifications (23 Aug 2021 to 28 Feb 2023)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.