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
    • Director of firm who is not a certification employee or a SMF manager (since 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 5 Nov 2018)
    • (4)Employed By (since 5 Nov 2018)
  • Surrey Hills Mortgage & Life Ltd (no longer approved here)

    FRN 477761

    • Employed By (24 Jan 2008 to 30 Jun 2011)

Recent activity

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

  1. controlled function removed: Employed By at Accumulus Consulting Limited

  2. controlled function added: (4)Employed By at Accumulus Consulting Limited