Where they hold approval

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

    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 4 Jun 2025)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 8 Apr 2020)
  • FORT ADVICE BUREAU LIMITED (no longer approved here)

    FRN 972730

    • [FCA CF] Functions requiring qualifications (1 Apr 2023 to 2 Apr 2023)

Recent activity

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

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