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
    • CF4 Partner (AR) (since 20 Jul 2023)
    • Appointed representative dealing with clients for which they require qualification (since 4 Jul 2023)
    • Employed By (since 20 Jul 2023)
  • IMS Independent Mortgage Solutions Ltd (no longer approved here)

    FRN 491748

    • Responsibility for MCD Intermediation (17 Dec 2019 to 18 Sep 2020)
    • Responsible for Insurance Distribution (17 Dec 2019 to 18 Sep 2020)
    • SMF16 Compliance Oversight (17 Dec 2019 to 18 Sep 2020)
    • SMF3 Executive Director (17 Dec 2019 to 18 Sep 2020)

Recent activity

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

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