Where they hold approval

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

  • Fidelius Ltd

    FRN 188615

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 11. Pension transfer specialist
    • [FCA CF] Client dealing (since 2 Nov 2022)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (since 30 Jul 2012)
    • CF30 Customer (6 Jun 2011 to 5 Aug 2011)
    • Employed By (since 2 Jun 2015)

Recent activity

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

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