Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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My Pension Expert Limited
FRN 579999
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- 4. Giving personal recommendations on retail investment products which are not broker funds
- [FCA CF] Client dealing (since 11 Jun 2025)
- [FCA CF] Functions requiring qualifications (since 11 Jun 2025)
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- [FCA CF] Functions requiring qualifications (6 Mar 2024 to 28 Mar 2025)
- [FCA CF] Client dealing (6 Mar 2024 to 28 Mar 2025)
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- [FCA CF] Client dealing (5 Oct 2022 to 1 Dec 2023)
- [FCA CF] Functions requiring qualifications (5 Oct 2022 to 1 Dec 2023)
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- [FCA CF] Functions requiring qualifications (19 Jul 2016 to 2 Sep 2022)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.