Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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M&G ADVICE PARTNERS LIMITED
FRN 584256
- 4. Giving personal recommendations on retail investment products which are not broker funds
- Appointed representative dealing with clients for which they require qualification (since 2 Jan 2024)
- CF30 Customer (since 31 Dec 2023)
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Kellyhill Financial Planning Ltd
FRN 989286
- (9)Employed By (since 31 Dec 2023)
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- Appointed representative dealing with clients for which they require qualification (26 Aug 2022 to 29 Dec 2023)
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- Appointed representative dealing with clients for which they require qualification (7 Jul 2021 to 15 Jul 2022)
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- [FCA CF] Functions requiring qualifications (1 Jul 2018 to 14 Jun 2019)
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- [FCA CF] Functions requiring qualifications (14 Jun 2018 to 1 Jul 2018)
Recent activity
Updates to this individual's record on the FCA register.
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