Where they hold approval

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

    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 29 Jun 2021)
  • Age Partnership Limited (no longer approved here)

    FRN 425432

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 24 Jun 2021)
  • Wealth Concierge Limited (no longer approved here)

    FRN 718788

    • SMF3 Executive Director (9 Dec 2019 to 16 Nov 2020)
    • CF1 Director (6 Mar 2017 to 8 Dec 2019)
    • CF30 Customer (6 Mar 2017 to 8 Dec 2019)
  • City & Counties (2110) (no longer approved here)

    FRN 177638

    • Employed By (1 Oct 1998 to 31 Aug 2003)

Recent activity

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

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