Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Sense Network Limited
FRN 465124
- 21. Advising or arranging (bringing about) equity release transactions
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 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)
- 11. Pension transfer specialist
- [FCA CF] Client dealing (since 9 Dec 2019)
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF1 Director (AR) (since 17 Jul 2013)
- CF30 Customer (since 17 Jul 2013)
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Clear Cut Financial Planning Ltd
FRN 603910
- Employed By (since 17 Jul 2013)
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- (7)Employed By (13 Dec 2012 to 14 Aug 2013)
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- (7)Employed By (3 May 2011 to 14 Aug 2013)
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- CF1 Director (27 Jul 2009 to 14 Aug 2013)
- CF30 Customer (28 Jan 2008 to 14 Aug 2013)
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- CF30 Customer (1 Nov 2007 to 31 Jan 2008)
- CF22 Investment Adviser (Trainee) (28 Nov 2005 to 31 Oct 2007)
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- (18)Employed By (16 Nov 2005 to 31 Jan 2008)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at 75point3 Financial Planning LLP
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controlled function added: (7)Employed By at 75point3 Financial Planning LLP