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
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 18 Sep 2020)
    • SMF3 Executive Director (since 9 Dec 2019)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Manager of certification employee (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsibility for MCD Intermediation (since 2 May 2017)
    • CF1 Director (2 May 2017 to 8 Dec 2019)
    • CF10 Compliance Oversight (2 May 2017 to 8 Dec 2019)
    • Responsible for Insurance Mediation (2 May 2017 to 30 Sep 2018)
  • The Broker and Financial Services Ltd (no longer approved here)

    FRN 942873

    • SMF3 Executive Director (11 May 2022 to 9 Apr 2026)
    • Responsibility for MCD Intermediation (11 May 2022 to 9 Apr 2026)
    • Responsible for Insurance Distribution (11 May 2022 to 9 Apr 2026)
    • SMF16 Compliance Oversight (11 May 2022 to 9 Apr 2026)
    • SMF17 Money Laundering Reporting Officer (MLRO) (11 May 2022 to 9 Apr 2026)

Recent activity

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

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