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 2 Apr 2025)
    • CF1 Director (AR) (since 2 Oct 2023)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (2)Employed By (since 2 Oct 2023)
    • (1)Employed By (1 Dec 2001 to 16 Sep 2002)
  • Elevate Portfolio Services Limited (no longer approved here)

    FRN 144849

    • CF7 Sole Trader (AR) (1 Dec 2001 to 16 Sep 2002)
    • CF21 Investment Adviser (1 Dec 2001 to 16 Sep 2002)

Recent activity

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

  1. controlled function removed: Employed By at Lifetime Mortgages

  2. controlled function added: (1)Employed By at Lifetime Mortgages

  3. controlled function added: (2)Employed By at Lifetime Mortgages