Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Parallel Lines - The Advisor Collective Ltd
FRN 967228
- 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)
- SMF3 Executive Director (since 18 Feb 2025)
- CF1 Director (AR) (since 27 Jan 2023)
- CF30 Customer (since 17 Aug 2022)
- Appointed representative dealing with clients for which they require qualification (since 8 Aug 2022)
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Waymark Financial Ltd
FRN 562562
- Employed By (since 21 Jun 2017)
Recent activity
Updates to this individual's record on the FCA register.
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