Where they hold approval

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

    • (5)Employed By (since 24 Jun 2024)
    • (4)Employed By (14 Jun 2021 to 27 Jan 2024)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Client dealing (since 30 Jan 2024)
    • Appointed representative dealing with clients for which they require qualification (since 30 Jan 2024)
    • CF30 Customer (since 15 Jan 2024)
    • [FCA CF] Functions requiring qualifications (30 Jan 2024 to 18 Jun 2024)
  • The On-Line Partnership Limited (no longer approved here)

    FRN 192638

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 27 Jan 2024)
    • CF30 Customer (28 Aug 2014 to 27 Jan 2024)
  • In Partnership Financial Advisers Limited (no longer approved here)

    FRN 744728

    • (28)Employed By (11 May 2016 to 14 Jun 2021)
  • The Whitechurch Network Limited (no longer approved here)

    FRN 190859

    • CF30 Customer (7 Dec 2015 to 8 Dec 2019)
  • Bryant Kesek Financial Services Limited (no longer approved here)

    FRN 171344

    • Employed By (18 Jun 1999 to 30 Dec 2005)

Recent activity

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

No changes recorded yet.