Where they hold approval

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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 9A. Advising on P2P agreements
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 20 Jun 2024)
    • SMF3 Executive Director (9 Dec 2019 to 20 Jun 2024)
    • SMF16 Compliance Oversight (9 Dec 2019 to 20 Jun 2024)
    • Responsible for Insurance Distribution (11 Apr 2019 to 20 Jun 2024)
    • Responsibility for MCD Intermediation (21 Mar 2016 to 20 Jun 2024)
    • CF10 Compliance Oversight (16 Jan 2015 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (16 Jan 2015 to 8 Dec 2019)
    • CF1 Director (16 Jan 2015 to 8 Dec 2019)
    • CF30 Customer (1 Mar 2014 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.