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
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 31 Oct 2018)
    • CF1 Director (AR) (since 31 Oct 2018)
    • (1)Employed By (since 30 May 2017)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • CF30 Customer (30 May 2017 to 6 Nov 2018)

Recent activity

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

  1. controlled function removed: Employed By at JMB Wealth Solutions Ltd

  2. controlled function added: (1)Employed By at JMB Wealth Solutions Ltd